Click the link below to view an Interview yesterday with David Riedel on CNBC discussing EM in 2016 and the outlook for 2017 USD strength since the election has dampened EM. Policy and spending realities in 2017 will highlight heavy deficit spending by the new administration (infrastructure, military spend combined with tax cuts) We expect inflation to rise, USD to stabilize or weaken and EM equities can perform well. Focus on brand leaders with pricing power and companies with...(continued)
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