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Bank of America Merrill Lynch on LatAm: Cutting Your Way Down
Latin America is also facing downward pressure on growth, and in our LatAm Macro Weekly (“2012- Keep it up, China, please!”) we believe activity is likely to slow to 3.3% from 4.1% in 2011. We also forecast a deceleration in
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J.P.Morgan on Egypt: Parliamentary Elections Passed First Test
High turnout for parliamentary elections offers an orderly exit from political turmoil Power sharing between the Muslim Brotherhood and the Military Council to raise downside risks Challenging backdrop to finance twin deficits and dwindling FX reserves could force a devaluation
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Bank of America Merrill Lynch on Egypt: First Hurdle Passed, More On the Way
The successful holding of elections should help defuse tensions in the short-term, but the transition process remains long, complex and fraught with challenges, particularly revolving around the new Constitution and the SCAF’s powers. These points were reinforced by the recent
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CFI Political Diary for Emerging Markets for 2012
Date Country Event January – March Egypt Parliamentary Elections January 14 Taiwan Parliamentary and Presidential Elections March 4 Russia Parliamentary Elections March 29 Iran Presidential Elections April South Korea Parliamentary Elections May Algeria Presidential Elections June Egypt Presidential Elections June
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CFI Top 25 Cities In Emerging Markets To Do Business
CFI has identified the best emerging market cities to do business in this year. We have chosen not to rank the cities as their relative competitiveness really depends on what the company in question is actually seeking as their critical
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Where To Invest In 2012
As some of the uncertainties surrounding the economy lift over the course of the year, attention is bound to turn back to the fundamentals of the private sector, says Katherine Nixon, chief investment officer for the Northeast region at Northern
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BRIC Economies
The BRIC countries label refers to a select group of four large, developing countries (Brazil, Russia, India and China). The four BRIC countries are distinguished from a host of other promising emerging markets by their demographic and economic potential to
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2012 CFI Top 100 Emerging Markets Companies’ Nominations
The 2011 CFI Top 100 Emerging Market Companies were compiled by using the nominations and the votes from CFI’s subscriber base and in addition by the judges on the editing board. The criteria included financial performance, such as sales and
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Bank of America Merrill Lynch on Brazil: Detailing the Labor Market Slowdown
Labor markets are finally cooling down in Brazil, despite the better than expected unemployment rate for October released by the IBGE last week. We analyze different aspects of this deceleration, such as disparities among sectors and regions. We also explore
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WEF India Summit: Finally, Something Worth Watching
There are downsides to arranging a panel at a conference like the World Economic Forum’s India Economic Summit with broadcast media as partners. This afternoon, a session on corruption started 40 minutes late as we waited for Kiran Bedi, anti-corruption
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