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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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Another step to reset the bilateral relationship between China and the US

Weekly investor research

13 September 2021

The presidents of China and the United States (US) held conversations to reset their bilateral relationship. Trade data was stronger than expected in both China and Taiwan. South Korean lawmakers warned...

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Global PMIs shows supply chain bottlenecks persist

Weekly investor research

06 September 2021

Global PMIs declined, dragged down by Covid-19 delta variant concerns as supply chain bottlenecks kept price pressures. The Brazilian Congress approved a tax reform as the government aims for a steep fiscal...

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