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Don't hold your breath for Japan Q3 GDP but...

Japan's Q3 GDP will be weak but people are looking forward to next year for the impact of a weaker yen, says Peter Boardman, MD at NWQ IM.

Source: CNBC.com

Why this investor is overweight EMs

Jack McIntyre at Brandywine Global IM says that Trump doesn't want to lead with protectionism or a strong dollar, and this could bring relief to EMs.

Source: CNBC.com