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A more liberal leader would reset Seoul’s security and economic policies
With inflation falling, the central bank can cut interest rates faster than expected
Erdogan will be strengthened by April’s plebiscite, whether he wins the vote or not
Painful reforms are starting to pay off and investors are noticing
Disgraced construction group paid bribes to a huge number of politicians beyond Brazil
A recovering economy and steady policy make for a positive outlook
Central bank governor Cetinkaya is relying on unorthodox policies to stabilise lira
Steady economic growth and financial stability are top priorities for Beijing as it focuses on politics
Power of president and chaebol is on the wane
Investors should reassess assets in a more positive light
A weak peso, slowing economy, rising inflation and unpopular government are potent mix
Commodities boost and fiscal policy should support rouble and financial assets in 2017
Graft and recession toppled Rousseff and threaten to hobble Temer
Mass adoption looms as costs fall but there will be no impact on oil demand for years
Short-term currency risks and longer-term political outlook argue for discount on assets
Asia better placed to weather dollar strength than rest of EM but more rate cuts off agenda
Country’s leaders have few tools with which to combat political and economic uncertainty
Investors must weigh attractive yields against the risk of social turmoil
Maduro plays for time with Pope talks as threat of Venezuela defaults loom
Interest rates are headed lower, setting the stage for economic revival
Fiscal drag from lower tax revenues and budget cuts will push central bank into cutting rates again
Asset prices already discount country’s weaknesses and have upside from here
The country’s crisis is nearing its endgame but its future is far from clear
Central bank faces hard choice over rate rise decision next week
Inflation risks hold out prospect of a rise next year, with Romania first to move
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