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Debt, denial and many moving parts in Emerging Markets

Weekly investor research

08 December 2014

Ahead of US rate hikes we remind everyone that per capita debts have risen by USD 50,000 in developed countries and fallen by USD 3,500 per person in Emerging Markets (EM) since 2000. We also cover the latest developments in China’s financial liberalisation, changes in the Indian banking sector, Tabare Vazquez’s victory in Uruguay, elections in Moldova, pipeline developments and inflation in Russia, the change in policy direction in Brazil, Mexico’s manufacturing up-turn, cabinet appointments in Ukraine, Argentina’s local law debt swap, bond market developments in Indonesia, rising political noise in Venezuela, falling political noise in Colombia and Ethiopia’s entry to the global capital markets. We also discuss the Fed, payrolls, US manufacturing, ECB and Japan’s upcoming election.

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