EM Watch: One crisis too many

Turkey: Brunson on US-Turkey vs Turkey on EM
Turkey: Investor call reveals blind spot
Global: Rising inflation raises macro risks
China: Weak data to accelerate stimulus
Brazil: Polls to dictate market sentiment 
India: Weaker rupee: worsening fundamentals
Russia: Tax: Sechin vs Siluanov
Mexico: Direct exposure to Turkey via BBVA
Indonesia: Two more hikes to come

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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