Some analysts say March was a one-off for emerging markets, which can only stand to lose more with liquidity dampened, and restrictions imposed on short-selling. But mismatches between fundamentals of developed and developing markets offer investment opportunities. The financial crisis has in fact caused some developed countries to have characteristics of emerging market economies.
Karthik Sankaran is the principal and portfolio manager of emerging markets trading and investment firm Coverpoint Capital Advisors. He says that when it comes to currencies there are some good opportunities.
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