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JPM’s head of EMD: time to get tactical on Turkey

Turkey is currently hugely unloved by the market but investors can benefit hugely from tactical exposure to the country, JPM’s head of emerging market debt has said.

Pierre Yves Bareau, who runs several funds at the firm including the JPMorgan Funds – Emerging Markets Strategic Bond fund, highlighted his 3.7% long currency exposure on Turkey as a good carry play.

Elsewhere, Bareau gave three reasons why Mexico could be the next major turnaround story in EMD. With 7.1% allocated to Mexico Bareau said the country is ‘in the right neighbourhood’ for recovery.

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