Yahoo Finance’s Jeff Macke talked with Clearpool Group’s Peter Kenny about why emerging markets are back in vogue with investors. Kenny commented that while some buying in places like India is overdone, he’d look at individual emerging markets like the Philippines, the Gulf States and Brazil. And while “we’ve seen a significant downdraft in Russian equities really come to a halt recently in the last few days,” he added that he is not a buyer there:
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You can also read the accompanied blog post, Why emerging markets are back in vogue, on Yahoo! Finance’s Breakout blog.
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