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Policy easing seen as key theme for emerging markets in 2012

Slowing world trade growth and net capital outflows will see pressure on EM growth intensify, says ING Investment Management. It is overweight China, India and Malaysia.
Policy easing seen as key theme for emerging markets in 2012

Pressure on emerging market growth will likely intensify in 2012 and there is little alternative to being overweight China, India and Malaysia, reckons ING Investment Management.

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