Commodity Run Dwarfs Oil Spat as Emerging Markets Set to Win
- Totem Macro flags ‘generational opportunity’ for some assets
- Colombia, Mexico, Russia well-placed regardless of oil deal
A gas turbine generator at the Khurais Processing Department in the Khurais oil field in Khurais, Saudi Arabia.
Photographer: Maya Sidiqqui/BloombergThis article is for subscribers only.
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For some of the world’s biggest money managers, the OPEC+ oil-price feud is little more than a sideshow when it comes to emerging markets.