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President Moon Jae-In’s bold vision paves the way for peace in Koreas

Weekly investor research

12 March 2018

South Korean President Moon Jae-In deserves credit for the thaw in relations with North Korea. China has also been working towards the détente behind the scenes, while US President Donald Trump deserves credit for getting out of the way of a potential deal. The road ahead in the two Koreas is long and fraught with potential setbacks. In China, PBOC Governor Zhou Xiaochuan has indicated that big changes are afoot in China’s regulatory arrangements. This should be good news for investors in the Chinese onshore fixed income market. Maria Elsa Viteri takes over the job as Finance Minister in Ecuador. Ecuador defaulted on its debt the last time Viteri was Finance Minister. Are appearances deceptive in Ecuador? The global backdrop improved last week on the back of goldilocks style labour market data even as Trump got down to business on protectionism and the European Central Bank changed its forward guidance on asset purchases.

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