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Underperformers in 2011, emerging markets, particularly India and China, could benefit from the...

  • Wednesday, May 18, 2011, 8:20 AM ET
    Underperformers in 2011, emerging markets, particularly India and China, could benefit from the sell-off in commodities as easing inflation pressure allows central banks to take their foot off the brake. With stock valuations low on a relative basis, look for liquidity to shift from commodities to these markets.
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