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Thank you, Mr President

Weekly investor research

02 May 2017

More reforms in Brazil. NAFTA volatility in Mexico. Hikes in Turkey. OAS withdrawal in Venezuela. Accelerating growth in South Korea. Court goes nuclear in South Africa. FX reserves hit USD 400bn in Russia. China focuses on financial stability. We thank Trump for the good times and speculate about the upcoming UK-EU divorce settlement.

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The option value of waiting

Weekly investor research

24 February 2020

High levels of uncertainty are not only associated with a scarcity of facts, but also with high trading costs.

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Intra-EM trade rose significantly despite protectionist policies during the first half of Donald Trump’s first term

Weekly investor research

17 February 2020

Intra-EM trade rising despite protectionist policies. Lebanon’s parliament approves confidence vote in PM Diab’s cabinet. Argentina rolls dual currency local bond as Minister Guzman speaks to parliament....

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