Emerging Market Liquidity Update: Selectivity Is The Key

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Emerging Market Liquidity Update: Selectivity Is The Key

 

·                Investors already have near-fully invested positions in EM, particularly in the Asian Emerging Markets and Russia, based on holdings data

 

·                There may be questions about the scale of Chinese monetary easing, despite the surge in commodity markets, but there is little evidence that the PBoC is tightening

 

 

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