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Erdogan's gamble pays off
Weekly investor research
02 November 2015
The political situation in Turkey looks better after AKP’s victory in the parliamentary election at the weekend. China scraps
the one child policy. Venezuela completes the main remaining debt services payments of 2015. Macri pulls ahead of Scioli in
Argentina as a New York judge recognises the so-called ‘me toos’. Brazil adjusts its fiscal targets down and Nigeria looks set
to depart the JP Morgan GBI EM GD index this month. In the global backdrop, ECB President Draghi hints at further easing
and the Fed hints at tightening.