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STEPHEN H DOVER
Equity selloff in March has left pockets of relative value for investorsEconomic discussions seem to center on whether we’re headed towards a depression or whether the shape of the recovery will be a V, U or L. ...- EMs are evolving! India represents 8% of the MSCI Emerging Markets, China stands at 27%If we fast-forward to 2016, there were 23 countries in the index, and the market cap had grown to US$4 trillion, representing about 10% of ...
- Companies with growing markets, low leverage and stable cash flows will outperform: Stephen H Dover"Weaker demand for commodities and finished goods is having far-reaching effects on advanced economies looking to increase their exports," ...
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