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By Jason Stipp | 10-21-2009 05:13 AM

Younes: Opportunities on the Global Stage

Artio manager Rudolph-Riad Younes on why the commodity sector offers two birds with one stone and how Eastern Europe is positioning to outperform.

Jason Stipp: What's your take on the global stage? Where are you seeing opportunities for more growth, and are those areas still opportunities today? I know emerging markets, for example, have run up quite a bit since March.

Rudolph-Riad Younes: Well, the outlook is going to be difficult to predict just because it's reliant on what the U.S. and the industrialized economies are going to do.

If we continue in this denial or partial denial, let's put it that way, then there is no doubt that the current trends will continue, which means we're going to see continued outflow ... from the U.S. and the developed world into emerging economies as well as commodity countries who are going to be beneficiaries from two main events.

One is the continued growth of India and China, therefore, continued demand for these commodities. And two, it's an insurance against the potential partial or full monetization of this wall of debt that almost every major country had to undertake in order to solve the short-term problems of a global recession/depression.

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