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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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From trade war to currency thaw?

Weekly investor research

15 July 2019

In conclusion, it is high time for new and constructive ideas in global finance. The Trump Trade War has failed. There may not yet be any concrete signs that the US government is engaging in direct currency...

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India’s Budget: Modi does the right thing

Weekly investor research

08 July 2019

The Indian bond market rejoiced last week as Prime Minister Modi’s government unveiled an austere budget. On the other hand, Turkey is heading the Venezuelan way as Erdogan sacks the central bank governor....

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