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Favourable Fundamentals for Attractive Returns in Emerging Markets

EM fundamentals are intact and dedicated experts can profit from attractive buying opportunities says Thomas Rutz, EM fund manager at MainFirst.

Emerging Market fundamentals are much more resilient than they used to be. Although uncertainty over trade tariffs, a strengthening dollar and Trump’s Twitter tirades recently led to market corrections, compared to the time of the taper tantrum Emerging Markets are much less vulnerable to such factors as the macro economic backdrop and credit fundamentals remain constructive. 

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