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Pictet WM’s Gaud sees opportunities in EM as global liquidity stabilises

David Gaud, Pictet WM

As liquidity stabilises across the globe, Pictet Wealth Management has identified attractive opportunities in emerging markets but is urging investors to prioritise quality. According to David Gaud, Asia CIO at Pictet Wealth Management, last year’s indiscriminate market sell-off was an overreaction to macro geopolitical developments but an underreaction to the microenvironment. “When you have such a bad year, usually in the…

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