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President Macri's Christmas wish list
Weekly investor research
23 November 2015
The Christmas wish list of Argentina’s president-elect has just two items – growth and power. Here is why the political
business cycle in Brazil may be turning. Two months of positive growth in Russia, but will sanctions go? South Africa’s Lesetja
cements his hawkish credentials and is rewarded with a rally in the long end of the curve. India’s payrise for central
government officials could mark the end of India’s recent fiscal retrenchment. PBOC takes China one step closer to full
interest management of the economy. Nigeria insists on doing the wrong thing, Rwanda trades institutional integrity for
short-term political stability, Panama records a dramatic rise in tourist arrivals and Ukraine secures a Caa3 rating with stable
outlook for its new bonds from Moody’s. In the US, the Fed prepares to hike in December as base effect loom large.