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Buy commodities, avoid long-tenor EM bonds: HSBC
By Joe Marsh | 1 August 2011
Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.
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Fund managers cut allocations to Japan and US
By Joe Marsh | 16 July 2010
Emerging markets are the preferred investment destination, despite low optimism about Chinese and global economic growth, according to Bank of America Merrill Lynch's July ...
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