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Emerging Markets Hearts Commodities

By Paul Kedrosky · November 5, 2010 · ·

From Michael Cembalest of JPMorgan’s latest:

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Related posts:

  1. You Get What You Pay For: Emerging Markets Edition
  2. Cyclicality in Commodities Markets
  3. Quote of the Day: Commodities Markets
  4. Emerging Markets vs. the Auto Industry
  5. Emerging Markets’ Oil Appetite Exceeds U.S.
← QOTD: Lurches Forward, and What Were You Doing at Age 25
YTD Performance: All Commodities, All the Time. Worrisome? →

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