For more information please contact us

ashmail [at] ashmoregroup [dot] com (Email Ashmore)

Turning the screw in Brazil

Weekly investor research

26 May 2015

Brazil’s parliament approves more spending freezes and tax hikes to help bring the economy back to health. China announces another step forward in capital account liberalisation. Russia’s economy weakens, but prices rather than quantities appear to be taking the brunt of the adjustment. Malaysia’s inflation rate doubles in a month as GST takes effect. Ukraine’s parliament votes to give the government the option of a moratorium as debt negotiations continue. Poland’s new president sends a warning sign to the governing Civic Platform party ahead of parliamentary elections later this year. Away from Emerging Markets, Janet Yellen cheers on the US economy as she must, while Europe struggles with leftist populists in the south. The full research is available on the link below.

Full article

Latest Insights

View all