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Can Gold Withstand the Liquidity Drain? | Sean Fielder
Forward Guidance
The Future of EM and Frontier Market Investing
Weaker currencies are largely offset by inflation in a lot of these geographies. It's something you have to watch and you watch from a timing perspective. A lot of EM currencies have been weak to create better margins in the companies we're invested in there. I'd say it's really country-specific in terms of the analysis we're doing.
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