This Top Performing Asset Should Keep Performing: Goldman

This Top Performing Asset Should Keep Performing: Goldman

Who out there is concerned about the sustainability of the rally in all things Emerging Markets? Our hands are raised and you can review some of our concerns in detail in our handy emerging markets section here. The list of worries is long, but you wouldn't know it to look at flows data. Essentially, EM is benefiting from the same dynamic that grips all asset classes - it's a vol. seller's/carry trader's paradise and until there are convincing signs that DM central banks are serious about rap
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