Buy commodities, avoid long-tenor EM bonds: HSBC

Jul 31, 2011

Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.

Buy commodities, avoid long-tenor EM bonds: HSBC

HSBC Global Asset Management is bullish on emerging markets, but urges caution over how to play them. The firm’s global head of macro and investment strategy, Philip Poole, told AsianInvestor why on a recent trip to Asia.

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