Emerging markets volatility lucrative for discerning investors

Lucrative volatility


Will turmoil in emerging markets be a defining feature of 2014 and how might investors profit? 

Sam Diedrich, associate director, portfolio management, fixed income relative value, Paamco
Negative sentiment in emerging markets has recently boiled over, but the fundamental weaknesses underpinning the crisis have been brewing for some time. As China made massive investments in infrastructure over the past several years, the global commodity supply chain also invested heavily, building out capacity

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