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Emerging Markets insights and view ahead with Kojo Amoo-Gottfried
Moody's Talks - Emerging Markets Decoded
The Rise of the EM Revaluation Trade
Starting in May, we've seen a pretty big rally across most risk assets. How much of that do you think was really driven by technical factors versus say fundamental factors? I mean, our view is we don't see a lot of inflows into EM compared to historical data. So there's still a lag in terms of where EM should truly be valued.
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