Global Country Risk Blogs

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Global Currencies: Pound Strong, Yen Weak

Sterling has been range-bound against the US dollar for most of the past four years, and although we have a short-term bullish bias towards cable, it still faces stiff resistance in the US$1.63/GBP...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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Global Economic Growth Improving

While much of the market's attention over the coming days will be focused on the US Federal Reserve's September 17-18 policy meeting, at which it will decide whether to taper QE3 (and we expect that...

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