The recent period of real and perceived strength in the Euro since mid July has been a feature of
a broadly event dominated market. There is a re-appraisal of the prospects for the Euro going on, and a related flow of real money moving into Euro equity markets. The re-weighting process now in tow seems to be predominately at the expense of EM countries.

The search for undervalued `gems` offering potential investors capital appreciation prospects, has been a quest that we are used to seeing in …
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