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Emerging markets: taking stock

In this issue of Gemologist, we assess the obvious weaknesses in EMs, the less obvious forces acting in their favour, explain how we have adapted to the turnaround in 2018 so far and present our convictions in selected portfolio companies. To begin, let’s take stock of the EM stories commanding the market’s attention: the travails of Turkey, Argentina and South Africa. While real, their troubles are partially self-inflicted.

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