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Familiarity matters at times of volatility, manager argues
Country's growth story remains intact
Move to avoid currencies at risk of underperforming
Will invest in onshore and offshore stocks
Focus on non-publicly listed companies
TrackInsight data
'Pendular nature' to 2019 flows
Safe‑haven status of the dollar remains intact
Bitcoin addresses now in US sanctions lists
High-conviction portfolio of 40 to 80 stocks
