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Why investors should turn to Indonesia,
Martinde Bonte,
Deepak Gopinath,
5 May 2011
Don’t expect miracles; do expect stability and growth | TS View |
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Why Turkey’s Central Bank will stick with its unorthodox policies,
Sevin Ekinci,
Larry Brainard,
14 Apr 2011
New Governor Basci will defer interest rate hikes when addressing rising inflation | TS View |
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The coming squeeze on Indonesia’s energy exports,
Deepak Gopinath,
12 Apr 2011
Resource nationalism and rising domestic demand presage slowing growth in shipments of thermal coal and LNG | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
7 Apr 2011
Why the exit from quantitative easing is good news for EM equities | Strategy Monthly |
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Why macroprudential policies will not curb inflation,
Larry Brainard,
18 Mar 2011
Turkey and Brazil illustrate the ineffectiveness of emerging market economic tactics du jour | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
4 Mar 2011
The outlook is looking less rosy in the face of an escalation of political risk in the Middle East and North Africa | Strategy Monthly |
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Indonesia’s pivotal position in the global commodities trade,
Martinde Bonte,
Deepak Gopinath,
25 Feb 2011
Rising domestic demand will limit growth in exports of thermal coal and palm oil | Chartbook |
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Implications of China’s growing dependency on grain imports,
Deepak Gopinath,
11 Feb 2011
Recent corn imports signal a shift but the transition will be gradual | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
4 Feb 2011
The outlook is dominated by inflation and uncertainty over what to do about it | Strategy Monthly |
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Why China can live with higher inflation,
Larry Brainard,
3 Feb 2011
Policymakers are surprisingly sanguine about the outlook; investors should understand why | TS View |
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Consumption growth in the BRICs is peaking,
Martinde Bonte,
Larry Brainard,
Deepak Gopinath,
18 Jan 2011
Inflation and monetary tightening will erode real incomes and slow retail sales | Chartbook |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
10 Jan 2011
Inflation and currency wars dominate the outlook | Strategy Monthly |
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The dark horse of global steel,
Deepak Gopinath,
17 Dec 2010
India’s appetite for steel increasingly drives demand | TS View |
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How will India fund another quantum leap in investment?,
Martinde Bonte,
8 Dec 2010
Reliance on short-term foreign capital inflows will increase unless India gets serious about reforms | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
3 Dec 2010
Eurozone contagion trumps quantitative easing | Strategy Monthly |
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Implications of the spike in soft commodity prices,
Deepak Gopinath,
23 Nov 2010
Grain outlook improves as farmers switch to production of softs | TS View |
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Food inflation in the BRICs revisited,
Deepak Gopinath,
Martinde Bonte,
12 Nov 2010
Rising food prices are driving overall inflation in importers and exporters of food alike | Chartbook |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
3 Nov 2010
Currency wars and rumours of quantitative easing | Strategy Monthly |
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Currency wars: The end game,
Larry Brainard,
Martinde Bonte,
28 Oct 2010
EM real exchange rates will appreciate, hurting the export and import-competing sectors | TS View |
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Rare earths and China’s high-tech ambitions,
Deepak Gopinath,
21 Oct 2010
A whatever-it-takes attitude towards moving up the value chain poses challenges for India and the West | TS View |
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BRIC currencies under pressure to revalue,
Larry Brainard,
Martinde Bonte,
14 Oct 2010
Brazil and India feel the heat from capital inflows while China sticks to tight controls | Chartbook |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
7 Oct 2010
The coming BRIC currency wars | Strategy Monthly |
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Capital raising in the BRICs,
Larry Brainard,
Martinde Bonte,
30 Sep 2010
China leads, followed by Brazil while India and Russia trail behind | Chartbook |
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What China’s energy conservation drive means for steel and bulk commodities,
Deepak Gopinath,
23 Sep 2010
The biggest risk to the outlook is not steel production cutbacks but a delay in expected policy easing | TS View |
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Perspectives on BRIC decoupling,
Larry Brainard,
Martinde Bonte,
16 Sep 2010
Evidence supporting the decoupling thesis is unpersuasive | Chartbook |
