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Impact Of Global Macros On EMs

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August 6: How do a recovering US economy, the QE tapering overhang, and global macros affect emerging markets? David Gaud, Sr. Portfolio Manager at Edmond de Rothschild Asset Management, says we probably forgot external factors, especially export cycle, while assessing the reforms and domestic issues of Asian economies. “The trade cycle will turn around, which could create a rebound for Asian economies,” he says.