Fed rate rises could trigger EM crisis: Baur

Structural weakness born of China’s 1990s industrialisation will be exposed when the US Federal Reserve removes its stimulus measures and the dollar strengthens, warns the chief global economist at Principal Global Investors.


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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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