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雷达卡
EM central bank meetings provide an opportunity to protectFX against rising UST yields，and we expect the CBT to actthis week.We are tactically long TRY.We offset this withshort RUB，where position reduction should continue.We keepour long EM CDX exposure and add to payers in local rates.
20180423-Morgan Stanley-Global EM Strategist：Time to Act.pdf
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