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Discovery’s Big Emerging Markets Bet
Tiger Cub Robert Citrone has positioned his macro fund away from China and toward several other major countries and markets.
Robert Citrone is bullish on emerging markets.In a recent phone interview, the Tiger Cub who heads up Discovery Capital Management said that “[EM] is the cheapest it’s been in more than 20 years.” He stressed that as the U.S., Europe, and other major developed countries begin to reduce liquidity, they
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