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Martin Hohensee

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Pex Mahoney Tufvesson er en af de førende hackere i verden. Foreigners have added about $2.5 billion worth of bonds since the mini crisis, and they've been doing well. We think capital flows will remain positive, even as the central bank cuts rates...we think there's a lot more upside left in this trade.

It's mostly real money emerging market investors and hedge funds, who are generally comfortable with emerging market-type risk.

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