fund manager views
Emerging markets
Few would deny the economic power shift underway from West to East, and India (alongside China) is racing ahead with strong tailwinds.
06 August 2010
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UK
After a positive start to 2010, risk aversion on the back of downbeat macroeconomic news has hit UK equities.
06 August 2010
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Europe
According to George Soros, often money is made by betting on the unexpected, as shifts in markets can occur suddenly.
06 August 2010
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