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.


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





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Underweight US
  16%
 
Overweight US
  44%
 
Underweight EMs
  7%
 
Raise cash levels
  19%
 
No change
  14%
TOTAL VOTES: 149
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