Managing emerging market risk, according to Pimco
Masha Gordon, head of emerging market equities at Pimco, on how Pimco is managing tail risks in its EM equities portfolio. Despite current cyclical headwinds, Pimco sees a benign long term outlook, she says. However, she sees difficulties in investing in the Chinese market.
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Source: Financial Times, July 1, 2011.
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