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Four important developments in China
Weekly investor research
26 October 2015
There have been four important developments in China. Argentina’s presidential election goes to a second round as vanquished third-placed candidate Sergio Massa assumes the role of king-maker. The Law and Justice Party takes overall majority in Poland and must now reconcile promises made in a populist campaign with macroeconomic reality. Ivory Coast looks set to return Ouattara to power following peaceful fair elections. We also cover developments in Brazil, Mexico, Malaysia, Costa Rica, Venezuela, South Africa, Turkey and Saudi Arabia before discussing the implications of the ECB’s strong signal to further ease in December, particularly for the Fed.