Kristoffer Stensrud, portfolio manager of SKAGEN Kon-Tiki, explains why he continues to feel cautiously optimistic about the outlook for 2012. He believes that we are going to see a period of rebalancing in the emerging markets, whereby the large outflows that we saw in 2011 will to some extent be reversed this year. Slowing growth is not a cause for concern in emerging markets, according to Stensrud.
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