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Never says Neves

Weekly investor research

06 October 2014

President Dilma Rousseff wins the first round of the Brazilian presidential election, but Aecio Neves did far better than expected as attention now shifts to the run-off on 26 October. The power struggle is going down to the wire in Indonesia. Malaysia does the right thing on energy subsidies. Russia dismisses concerns about capital controls. Uruguay eases access to its local markets. China forges ahead with developing the muni bond market. Argentina is held in contempt of court and pays another coupon into accounts investors cannot access. Hong Kong’s leaders signal willingness to talk. On the global stage, ECB delivers what was expected on credit QE, but nothing more and ‘Fed speak’ becomes more interesting from here.

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