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When will the Fed taper, and what of EM?

Min Ho
Market opinion over the timing of tapering is divided, but even expectations of it are expected to divide better-placed North Asian markets from their South and Southeast Asian counterparts.
When will the Fed taper, and what of EM?

Some key questions for 2014 revolve around when the US Federal Reserve will begin to taper its quantitative easing programme, and what impact this will likely have on emerging markets.

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