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Here in New York, I'm really pleased to say that joining us now is Jeff Dennis,

UBS head of Global Emerging Markets Equity Strategist and he joins us on the phone

Jeff great to catch up with you sir some confidence and some optimism that you have in EM.

Tell me how you convince the investor right now who has shifted investments towards the United

States to shift back international. I think there's a couple of things that really highlight this.

First of all, our view is that apart from one or two countries,

actually three countries, really Turkey, South Africa and Brazil.

You've not really seen a deterioration in a key deterioration in EM fundamentals during the course of

this year.

Those three countries you have seen that deterioration and that means once you get to see

...