Is this the new mantra for EM investors? By: CNBC.com News June 30, 2014 at 00:57 AM EDT "Sell deficits, buy surpluses" was a winning strategy for emerging markets in 2013, but the new mantra may be "sell commodities, buy manufactures." Read More >> Related Stocks: Citi Trends Inc Citigroup Societe Generale Spo ADR