EM Watch: Asia to win from trade war fallout

  • Global: EM Asia set to win from trade war fallout
  • China: Policy tightening accelerates defaults
  • Brazil: Truckers’ strike highlights rising risks
  • India: Monsoon to keep lid on inflation
  • Russia: Dividends and orthodox policies
  • Mexico: The hard road to a light NAFTA 2.0
  • Thailand: High growth unlikely to continue

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