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All change in India

Weekly investor research

19 May 2014

India voted for change and the ball is now in Narendra Modi’s court to deliver. Eastern Europe enjoys ‘Poldilocks’. The Ukraine situation receded somewhat from the headlines as Europe and Russia engaged in gas talks. Officials in Colombia, which has one of the strongest lobbies in favour of a cheap currency, began to verbally intervene following strong appreciation recently. Growth was sluggish in Brazil, again. China launched a broad-based financial reform agenda. The IMF wagged its finger at Ghana. Turkey’s external balances improved again. And Russian growth was less bad than expected while Venezuela tapped markets for a hefty USD 5bn.

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