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Why I’m buying Mexico and Argentine bonds

Last month I wrote about the possibility of contagion in the emerging markets but since then things seem to have become a little more stable. No market has blown up and after no signs of contagion

How to navigate the EM contagion confusion

In my last report, I wrote that emerging markets were having a difficult moment. Despite some attractive valuations we only remained long the Mexico equity market. Our view was that the problems in emerging