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Big elections coming up in Brazil and Ukraine

Weekly investor research

October 2014

Elections in Brazil and Ukraine are now less than a week away. The stark differences in the quality of policy-making across Emerging Markets (EM) is on sharp display as India exploits a fall in global...


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Opportunities in onshore Chinese Equities

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The Emerging View

09 October 2014

Developed economies are still accumulating debt, making it tougher to tighten monetary policy and to grow. Recently, the market has been pricing in a policy mistake by the Fed – evident in lower breakeven...