EM Strategy Monthly: Beijing's acceptance of slower growth marks turning point in global cycle

  • Risk: We turn less negative but still think the long list of potential upsets ahead merits a continued negative call on risk.
  • Turkey: We raise our call on equities to positive, which we view as a short-term tactical move owing to the expected sharp fall in inflation in September.
  • Russia: Prospects for further declines in inflation and the key policy rate remain solid; we maintain our positive call on all Russian securities.
  • Brazil: We continue our positive rating on Brazil ahead of the final passage of pension reform and continued easing by Banco Central.

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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