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morning-run · s&m-show · 28 Nov 2013 · 19 mins listen
Julian Ng, David Chew and Khoo Hsu Chuang discuss the cash holdings of value fund managers in the context of global central bank easing and bubbles forming in property and equity markets worldwide. Also discussed were emerging markets as a potential safe haven from developed-market travails and the appeal of ETFs as a diversification strategy.
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