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Letter "M" » Martin Hohensee Quotes
«Foreigners have added about $2.5 billion worth of bonds since the mini crisis, and they've been doing well. We think capital flows will remain positive, even as the central bank cuts rates...we think there's a lot more upside left in this trade.»
Author: Martin Hohensee
«It's mostly real money emerging market investors and hedge funds, who are generally comfortable with emerging market-type risk.»
Author: Martin Hohensee
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