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Mainly good news in EM this week

Weekly investor research

08 February 2016

Argentina’s central bank tightens monetary policy and the government strikes deals with holdout investors. Strong growth in Indonesia. Back to single digit inflation in Russia. A small decline in core inflation in Brazil and a big upside surprise for the trade balance. China continues to reform its financial markets as reserves drop less than expected. The resignation of Ukraine’s economy minister is not good news, but there is no immediate fallout. Azerbaijan is downgraded to sub-investment grade. In the global backdrop we ask a simple question: How did investors manage to get so long US assets, when the economy is performing so poorly?

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