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  • The Reflation Trade Portfolio  [View article]
    One has to be prudent in defining "emerging market" curriencies. Brazil and China have an agreement to trade with one another in their own "emerging market" currencies--in other words, avoiding the use of US dollar. Resource countries like Brazil, Canada, Australia can support their currencies.
    May 23 12:51 pm |Rating: +1 0 |Link to Comment
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