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With a Strong USD, Choose your EM Wisely

4 mins·07:05, 22 Nov 2016
podcast image

With a Strong USD, Choose your EM Wisely

4 mins
·
07:05, 22 Nov 2016
·

Going long USD is now the consensus trade. This is both good and bad for the US stock market. The strong USD also necessitates choosing your emerging market wisely. Joe Quinlan also has an unexpected ringgit view.



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