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EM inflation hits a new cycle low

Weekly investor research

23 April 2018

Emerging Market (EM) inflation continues to decline even as EM growth rates look set to pick up relative to growth rates in developed economies. This constellation of modest inflation and improving growth prospects is called ‘goldilocks’ and tends to be bullish for asset prices. The good folks of Turkey, Colombia, Mexico, Malaysia and Brazil are going to the polls this year; we provide updates on the latest political developments in these countries.

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