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The road less travelled

Weekly investor research

26 August 2014

Global politics is becoming more confrontational with significant potential implications for investors in Emerging Markets as developed countries are pursuing policies that serve their own self-interest. Further developments in the Argentinean bond saga were announced last week and Argentina now stands at an important cross roads. Political announcements make the news in Turkey. Russia and Ukraine see continued tensions but these are now accompanied by noteworthy diplomatic efforts. Softer data in China should not be a cause for concern. Brazilian election news gets interesting after a recent poll and South Africa’s financial system shows resilience.

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