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Trends

A brighter outlook for the BRICs

Mainly positive revisions to the emerging market (EM) outlook this quarter, with growth upgrades everywhere but India, and inflation expectations pushed down across the board.

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Will it Last?

Macro trends have been stable this year in terms of rising growth expectations, declining political uncertainty and EM outperforming developed markets (DM). More recently, inflation expectations and the so-called “Trump trades” have consistently deflated. Will it last?

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The underestimated perils of deglobalisation

Protectionism threatens to unravel the model of ‘new globalisation’ that sources cheap labour from around the world, enabling companies to increase profit margins through efficiency savings.

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Why ECB Tapering Expectations May Be Premature

Recent upbeat comments from European Central Bank President Mario Draghi prompted an immediate reaction from global financial markets, which appeared to sense early signs of a change in approach from monetary policymakers.

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Progress with no regrets!

While we don’t even use it yet, it has doubled in value since the beginning of the year and its use is gradually gaining ground in the economy: the digital currency Bitcoin broke above US$2,000 last month even though when it was first introduced at the end of 2008 it was worth as little as 0.001 cents.

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