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No nonsense Nabiullina

Weekly investor research

17 December 2018

The world’s toughest central banker hikes rates again. India’s political season kicks off in style. China’s economic data is mixed, but stronger investment and financing data offer more than a glimmer of hope for growth next year. Peruvians approve of anti-corruption measures. Sri Lanka’s political crisis may be heading for a resolution. AMLO presents his 2019 Budget in Mexico. JP Morgan issues new information on the scheduled inclusion of five Middle-East countries in the EMBI GD in January next year. Growth differentials strongly favour EM over developed economies in the next few years, while the big clear and present danger in markets today is the situation in the UK regarding Brexit.

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