BFM 89.9
The Business Station
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On International Market Watch Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong discusses:
- signs of tapering in September
- positioning for tapering
- EM slowdown balanced by G7 return to growth
- implications of a sustained fall in the Indian Rupee on the region
- PMI data from G7 moving in tandem
- Marc Faber's prediction of a market crash
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