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投稿日：2010年06月15日 (火) 21時27分
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■PIMCO
Jun. 14, 2010, 4:57 PM
Ultimately, we may witness the separation of countries from the eurozone
The strong version of this view is that the euro will continue to weaken against emerging market currencies, reflecting relative growth dynamics in Europe versus better prospects in emerging market countries.
Against the U.S. dollar, the euro does not yet look cheap in terms of standard valuation metrics.
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