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Bloomberg: You can count Jefferies Chief Market Strategist David Zervos among the investors who thinks this emerging market rally has legs. A cautious Fed, a rebound in oil prices, strong inflows, and country-specific factors like Brazil’s seeming move to stamp out corruption, helped the MSCI Emerging Markets Index outperform its all-world counterpart and the S&P 500 in the first quarter of 2016. Full article

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