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By John Richardson
WHEN the tide eventually goes out, we will find out who has been swimming naked.
This will also be the case in several emerging markets, ex-China, when the Fed eventually draws down its stimulus.
Hot money …
Graph prepared by The Economist
INDONESIA has enjoyed eight consecutive quarters of 6% GDP growth and so – along with several other mainly domestically-demand driven Asian economies – is viewed as a haven of stability in an increasingly uncertain …