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Trade war infinity or end-game skirmish?

Weekly investor research

28 May 2019

The trade war has recently escalated, but this may be a sign that an end is nearer rather than the prospect of a never-ending conflict. Both sides have incentives to make last minute gains before a final truce locks in the gains and losses forever. The Weekly also covers the Indian election, Vietnam’s alleged currency manipulation, political shenanigans in Brazil, PEMEX news in Mexico, the power struggle in South Africa, political noise in Argentina, capital controls in Turkey, a bond index fund in China and Ukrainian politics. The global backdrop discusses weak US data, May’s tearful resignation in the UK and the European parliamentary election.

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