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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.

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