Will a political ‘lost decade’ upend EM growth hopes?

Martin Currie’s emerging-market investor Kim Catechis says the next decade’s growth opportunity is intra-EM, but worries that wealth has led to complacent policymaking.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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