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EM debt looks better than ever

Feb 16 2012 Helene Williamson, head of emerging market debt at First State Investments, thinks many investors have not fully appreciated the massive deterioration in the credit quality of developed markets since 2007. At the same time, she says, emerging market fundamentals have vastly improved. She says First State is keen on eastern Europe, Turkey and Argentina at the moment. (4m 26sec)

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