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Jakobsen: Still bullish on EM and here's why

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Earlier this month, the Saxo Strats team made a bullish call on Emerging Markets the focus for their Q4 Essential Trades, and so far, so good. With the FOMC appearing to pause before pushing on with any imminent rate hike, the Q4 call still stands and what's more appears to be bearing fruit.   
 
Saxo Bank's Chief Economist, Steen Jakobsen, gives us his latest assessment of Emerging Markets investment opportunities and outlines where the markets are seeing the best returns.