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The Great Separation: Why the Future Is Bright for Emerging Markets Investors


This session from the 72nd CFA Institute Annual Conference covers: Learn why the killer D’s of demographics, debt, and deflation will present a huge tailwind for emerging markets and a huge headwind for developed markets; Discover why now is the time to build a foundation of your portfolios with BRICKs (Brazil, Russia, India, China, and South Korea); A discussion of value of value and why, just like in 2000, now is the time to sell what is expensive and buy what is on sale (emerging markets equities).

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