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7th May 2020 - Vanda Risk Update: When will EM start to outperform?

7 May 2020 Insitutional investors will try to front-run flows from systematic investors. That should clear an important hurdle for foreign interest in EM t

Vanda Research Limited
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Insitutional investors will try to front-run flows from systematic investors. That should clear an important hurdle for foreign interest in EM to pick up. If the negative news flow surrounding high beta EM currencies is subdued in the period, it would become a goldilocks environment.

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