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Opinion

Implications of US elections on EM

Jan Dehn, Head of Research, Ashmore
Nov. 8, 2016, midnight
558

Word count: 689

Regardless of who wins the US presidential election, EM looks poised for continued outperformance due to improving absolute and relative fundamentals, higher yields and sound technicals. The short-term market dynamics may be different depending on who becomes the next US president, but we expect the winner to be inevitably and severely constrained both politically and economically.

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