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Regional Fixed Income Strategy

We believe that the majority of recent gains in fixed income markets in the Gulf and the Levant are now behind us, and we see little value in the majority of the region's bond markets over the rest...

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Which Currencies Are Most Vulnerable?

One of our clients, a pan-African investment bank, recently asked us which African currencies are most vulnerable at the moment. We judged the vulnerability using three-month forecasts against the US...

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Key Themes Of 2014

Growth in the Middle East and North Africa region will remain subject to downside political risks over 2014. We expect the major themes over the coming year to include; a slight convergence in growth...

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