Disclaimer
The views expressed are those of the portfolio manager as of May 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
James Syme takes a look at two interesting stories that have been developing recently in South Africa and Mexico.
Fed rate freeze bodes well for domestic EM equities
James Syme takes a look at US monetary policy and the resulting outlook for emerging markets.
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