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Emerging opportunities in developed market stocks Print

The first-quarter US earnings season proved that global multinationals with significant exposure to fast-growing emerging markets continue to benefit. We estimate that US companies with at least 20% exposure to emerging markets delivered 14% earnings growth in Q1,  compared to a 18% decline for the aggregate S&P 500 Index.

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The predominant shock Print
The predominant shock
The double-whammy of housing bust and
credit crisis is still adversely affecting the US
economy.
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Be warned, inflation is on its way! Print
Be warned, inflation is on its way!
For much of the past decade, inflation has
hardly been an issue in Asia. Recently, however,
it has been spiking in the whole region,
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ECB reiterates inflation fears Print
ECB reiterates inflation fears
The European Central Bank (ECB) left its
main refinancing rate unchanged at 4% in
May.
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Interview George Soros Print

Historic figures tend to wait into their waning years before reflecting on their own thinking about the system that brought them to prominence; few attempt to do so in real time, when their comments might actually make a difference. In the arena of finance, George Soros has come to command attention not only due to his considerable philanthropic works, but also due to the fact that at the height of his powers, he continues to issue a critique of the capitalist system that has made him a billionaire. The more than ten billion dollars in assets controlled by Soros' Quantum Fund and Soros Fund Management qualify him as being one of the 'sovereign' financial powers whose interests transcend national borders, and can influence the evolution of political and social systems through investment priorities.

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