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The China hard landing thesis bites the dust – again

Weekly investor research

01 April 2019

The China hard landing thesis bites the dust again. Slovakia rejects far-right populism. Local elections in Turkey test Erdogan’s popularity as economic woes mount. Attention homes in on possible changes to Colombia’s fiscal rule. It is election time in Ukraine. Brazilian politics continues to impart noise, but the economy is improving. US introduces yet more sanctions on Russia. The economic data improves in both Argentina and Mexico. Croatia gets investment grade status. Hungary hikes. Pension changes in Poland. Global markets remain jittery as US data continues to weaken.

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