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Dollar – Diversification, rotation and valuations

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Media and analyst reports focussing on the scope for further US Dollar weakness and Emerging Market currency outperformance have continued to proliferate in the past month.

The consensus view is still seemingly that a Democratic administration will fuel large US twin deficits a...

 

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Dollar – Diversification, rotation and valuations

Media and analyst reports focussing on the scope for further US Dollar weakness and Emerging Market currency outperformance have continued to proliferate in the