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"Macro-economic situation has been very sluggish for last couple of decades.
VOA: standard.2010.01.21
One last key macro point that I would mention is emerging markets.
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Markets were fixated on Europe and global macro concerns last year, as the valuations of many stocks drifted down to historically cheap levels.
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But these are companies, brands, products, and services that are very viable, and will last well beyond the macro concerns that we have today.
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