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Brazil's cyclical problem and China's growth outlook

Weekly investor research

05 October 2015

This year the markets ganged up on both Brazil and China, but at this time next year the focus will have shifted elsewhere, because neither Brazil nor China face anywhere near lethal problems. We are far more concerned about how on earth the QE economies are going to get out of the financial bubble they are being sucked into. The stock market reaction to very weak data in the US last week is a case in point. How can a market that only rallies on bad news ever create conditions that facilitate a healthy exit from unconventional monetary policies? We also discuss the Ukraine terms of debt restructuring which contain some innovative features.

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