Emerging markets sell-off

Talkingpoint

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CARL ROSS, EMERGING MARKETS ANALYST, BEAR STEARNS, NEW YORK

We believe the current sell-off represents a correction rather than the beginning of a shift away from emerging market assets, even though the recent market action does have risk aversion characteristics.

The current fear in the market is based on uncertainty about the outlook for US rates and growth. There is considerable uncertainty whether the US economy is going into a sharp slowdown (which would be bad for risk assets that depend

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