Europe and US woes tipped to spark strong EM inflows
Compared to debt problems facing Europe and the US, emerging-markets inflation is a cyclical issue that is relatively easily resolved, reflects Sandeep Malhotra of Clariden Leu.
Emerging markets are being tipped to see strong inflows in the second half of this year, with investors likely to view them as the lesser of three evils.
The sovereign debt crisis in Europe, the US fiscal debt situation and inflation risks in emerging markets have left investors at a global crossroads.
Yet in terms of which set of problems are easier to resolve, the simple answer is emerging markets, says Sandeep Malhotra, chief investment officer and head of global investment s…
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