Plenty to buy as EM bull run extends
EM investors have had plenty to play for this week with a boost to Turkish GDP buoying support for Yapi Kredi, and more Russian supply. Qatar remains one to watch however, though the country’s fundamentals have not changed.
Diplomatic and economic embargoes against the Gulf country have rattled the buy-side, which is creating a lot of uncertainty in sentiment towards the region.
“It is a very dynamic story and one bad headline can move things very quickly, but Qatar is still a rich country
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