Manik Narain - UBS

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Last quote by Manik Narain

China has been the leader of the emerging market trade rebound. The health of the Chinese economy is definitely taking on added importance for emerging markets more broadly because we have not seen a pick-up in imports from U.S. and Europe. For some of these markets it may reduce some concerns about trade protectionism.feedback
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Apr 13 2017 Protectionism
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Manik Narain is associated, including Patel, Brazil, and market. Most recently, Manik Narain has been quoted saying: “China has been the leader of the emerging market trade rebound. The health of the Chinese economy is definitely taking on added importance for emerging markets more broadly because we have not seen a pick-up in imports from U.S. and Europe. For some of these markets it may reduce some concerns about trade protectionism.” in the article EMERGING MARKETS-China data, weak dollar send EM stocks to 1-week high. An other article where Manik Narain has been quoted is EMERGING MARKETS-Dollar retreat buoys emerging currencies to multi-month highs.
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Manik Narain quotes

Emerging market equities are now up just under 12 percent on the year compared with 3.4 percent for developed markets. LatAm equities are the stand-out performers … Brazil alone has contributed to just over a third of the year-to-date rally.feedback

They should send a much more determined signal that they will do whatever it takes, for as long as it takes.feedback

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