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The Recent weakening of currencies of emerging economies offers investors the opportunity to invest in the assets of the Emerging Markets (EM), said Morgan Stanley strategist Andres Jaime, published in the Monday review.
the Bank has its own model of an estimation of efficiency of investments in the segment EM. This model is now proposing to increase the portfolio share of bonds in emerging markets by 5-10%. Long position recommends the strengthening of the Russian ruble and Turkish Lira, Brazilian R
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