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Poroshenko wins big in Ukraine
Weekly investor research
27 May 2014
We provide our views on the elections in Ukraine, Colombia, and Egypt. Modi appoints his finance minister in India. Dilma’s
approval ratings stabilise. Will Medina use his mandate and the strong economy to change the constitution? We also discuss
political divisions within the Argentinian government, possible sanctions against Venezuela and Thailand’s coup. As for
Europe’s lurch towards populism we see no immediate impact on Emerging Markets (EM).