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Paraguay's Promising Economic Path

Paraguay saw the fastest real GDP growth of any country in Latin America in 2013, driven by strong agricultural production and surging exports. Now, with President Horacio Cartes positioning Paraguay...

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Global Emerging Markets Update

Below is a selection of our key emerging views, as taken from the latest edition of our weekly Emerging Markets Monitor publication. We expect currencies in Emerging Asia to outperform the US...

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ECB Update: Draghi Leaves QE On The Table

The European Central Bank's decision to hold interest rates again on April 3 was not surprising, but ECB President Mario Draghi's hint that more radical measures are being discussed, including some...

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Maintain Vigilance On Ukraine

So far, the crisis in Ukraine has broadly followed the core scenario we outlined in early March, with Russian military activity contained to the Crimean peninsula, the threat of sanctions limited to...

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Emerging Markets Update

Below is a selection of key financial market stories published in Business Monitor Online over the past week. Global FX Strategy Our overriding FX view is for a stronger US dollar over the long...

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Big Moves In Emerging Market Currencies

The Chinese yuan has lost 1.6% against the US dollar since end-January, in line with our Asia team's long-held view that multi-year yuan appreciation was not a one-way bet. While the currency is...

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