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Picking up where we left off
Weekly investor research
08 January 2018
Emerging Markets (EM) have picked up where they left off last year – with solid performance. Fundamentals look good too, in most countries. We summarise the main developments in EM over the holiday period.
In conclusion, it is high time for new and constructive ideas in global finance. The Trump Trade War has failed. There may
not yet be any concrete signs that the US government is engaging in direct currency...
The Indian bond market rejoiced last week as Prime Minister Modi’s government unveiled an austere budget. On the other hand, Turkey is heading the Venezuelan way as Erdogan sacks the central bank governor....