Core inflation will drive the rate cutting cycle in Brazil
Weekly investor research
24 October 2016
The rate cutting cycle has begun in Brazil and the behaviour of core inflation, not politics, will determine the future pace of
cuts. Venezuela‘s government raised the stakes in its battle to survive...
Most investors view the debt problem in China as a given. Yet, China’s debts are in line with debts in other EM countries
given funding sources. China is a high saving/high investment/high growth economy...