
A combination of elevated US treasury yields (considered a safe haven asset) accentuation of risk-off mode could lead to greater outflows from emerging markets and even some developed markets ex-US, says Shantanu Bhargava of Waterfield Advisors.
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-investment-expert-sees-india-trade-at-significant-premium-to-em-peersbroader-market-valuations-acceptable_17287851.html
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