Julian Mayo - Charlemagne

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Last quote by Julian Mayo

You are now getting the index composition effect with the BATs - the huge internet companies which are the (Chinese) equivalent of the FANGs in the U.S. One of the biggest myths of emerging markets is that they are commodity dependent and more specifically oil-dependent, when the reality is the four biggest markets, China, Korea, Taiwan and India are big importers of commodities.feedback
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Jun 30 2017 Taiwan
Julian Mayo has been quoted 3 times in 3 different articles. On this page, you will find all of Julian Mayo’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Julian Mayo speaks about are Turkey and currency, for example. Most recently, Julian Mayo was quoted in the article EMERGING MARKETS-Emerging stocks set for best Jan since 2012; lira lags saying, “Part of it is dollar strength which hasn't really come through and people have been positively surprised on how EM currencies have held up despite idiosyncratic risks in some places like Turkey. Markets are also responding to the fact that many EM currencies have halved in value in recent years and now look very undervalued. I suspect that some point in the next three months it will a good buy but only when the currency bottoms, for now it's more of a wait-and-see.”.
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Quotes by Julian Mayo

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