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Beware the bandwagons
Weekly investor research
02 June 2014
In an environment where traditional market drivers have been scarce we highlight the dangers of bandwagons. We find the
initial Ukraine election trade is over. We discuss inflation in Brazil and the country’s growth challenge. We also note China’s
stronger PMI numbers, report how power shortages in India illustrate one of Prime Minister Modi’s key challenges and
highlight South Korea’s strengthening external balances.