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Emerging markets, commodities should be underweighted in global portfolios: Ed Yardeni

The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in China and Europe, he wrote. While Chinas stocks look cheap, its economy is showing a structural weakness and Indian stock prices are touching a record high, he noted
Ed Yardeni Commodity Research Bureau Yardeni Research Yardeni Quick Takes Phillips Curve Emerging Markets

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