Geoff Dennis

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Last quote by Geoff Dennis

MSCI admits they are doing good things (lifting capital controls; abolishing FX restrictions) but not for long enough to 'be deemed irreversible'. However, we think the long-term picture in the country still looks good and we would look to buy any decent-sized dip in the market over the next few weeks.feedback
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Jun 21 2017 UBS
This page is completely dedicated to what Geoff Dennis has to say. All of Geoff Dennis’s quotes are organized here by date and topic. The most recent quote attributed to Geoff Dennis came from an article called If oil prices recover, these stocks may become attractive: “After being the best-performing EM sector in 2016 (up 32.5 percent versus up 8.5 percent for MSCI GEMs), Energy has fallen right to the bottom of the EM sector performance rankings this year, with a gain of only 4.9 percent, while MSCI GEMs is up 16.2 percent. We would not lose faith in the EM Energy sector. We stay overweight and advise investors to selectively re-build positions in the sector.”.
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