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Global liquidity pools…the next bubble

Global liquidity does not get destroyed, it simply moves from one place to another. The illiquidity in money markets has simply seen liquidity sit on the sidelines but beyond this there is the focus on
the bigger global liquidity pool. From Asia it went to the TMT (Technology Media & Telecommunications) sector and from here it went into the asset backed market and now I think it will end up in Asian equities and commodities.

From Commonwealth Research report
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