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Fire and fury or geopolitical flatulence?

Weekly investor research

14 August 2017

The Global Backdrop section explains why the Trump-Kim Jong-un verbal slugfest is an opportunity to buy completely unrelated assets at a discount. The report also discusses the recent decline in Emerging Markets (EM) inflation, the Venezuelan situation, the Kenyan election, President Jacob Zuma’s political survival in South Africa, the primaries in Argentina, weaker data in China and green shoots in Brazil.

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