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Alpha-Beta Bifurcation and Emerging Markets
Alphas experienced a tremendous decoupling across the vast majority of EM countries.
09.28.2010
Crude Calls on Global Imbalances
Clamor over emerging market surpluses and China's exchange rate conveniently shucks off the hugely dominant effect of oil prices
03.31.2010
Watching Greece Without Going Over the Edge
Don't look for a happy ending to the Greek debt crisis anytime soon, but neither fret much that its horror story will be repeated
02.26.2010
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