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Broader investor interest, and the related surge of capital flows into emerging markets, were turbocharged by much more than "pull" factors. A strong push factor was also in play: Rather than reflect an understanding of fundamentals in emerging markets, a portion of investable funds ended there because they were pushed out of the U.S. by repressed interest rates, as well as out of Europe due to credit concerns in European peripherals and very low interest rates in Germany.
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