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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).

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Weekly investor research

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