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Political time shortening fast in Brazil

Weekly investor research

04 April 2016

This week we briefly comment on the strong returns of Emerging Markets (EM) assets for March. We also cover the main political developments in Latin America and South Africa: Jacob Zuma displays his incredible political survival skills, which Dilma Rousseff probably wishes she could emulate as Brazil may be one week away from an impeachment vote in the lower house. We highlight recent China economic data and some green shoots coming from Asian economic data. Finally, while global macro-economic conditions remain very challenging, the US economy continues to create jobs and the manufacturing sector may have bottomed out in Q1.

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