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Korea: Regaining Momentum

The economy turned up in 2013, but remains subdued by structural impediments such as over-reliance on exports, public sector inefficiencies, excessive

Weekly Insight: Hoping for More Support

Equity markets regain footing, helped by better U.S. data and hopes for Chinese policy stimulus Renewed interest in EM assets-but continued differenti

Weekly Insight: Emerging Market Spring

Renewed appetite for emerging market assets, high-yield bonds and carry trades Greece returns to the markets More moderate tone in FOMC minutes Normal

Romania: Better Fundamentals, Political Uncertainty Lingers

Growth has recovered thanks to resurgent exports, but it is likely to remain modest at around 2-3% in the near term, constrained by lingering structur

Weekly Insight: Is QE Coming to Europe?

Bund-Treasury yield gap continues to widen Sharply lower flows to equity ETFs in Q1 ECB ready to use QE "¦ if needed Global PMIs again underscore the

April 2014 Global Economic Monitor

The global economy continues to be affected by bumps in the road that together are contributing to softer growth in the first half of the year. We hav

Weekly Insight: Hedging Bets

Early 2014 sees demand for both safe havens and risk assets IIF Portfolio Flows Tracker indicates pick-up in flows to emerging markets Flash PMIs mixe

March 2014 Portfolio Flows Tracker

Our EM portfolio flows tracker indicates that portfolio inflows to emerging economies have rebounded in the last two months, following the EM stress i

Tunisia: Political Consensus Paves Way to Economic Recovery / Tunisie: Reprise économique suite au consensus politique

The smooth transition to more democratic rule is improving economic prospects and growth is expected to accelerate in 2014, driven by rising investmen

Latin America: We're Not In Kansas Anymore

Exit from quantitative monetary easing in the U.S. and lower commodity prices induced by slowing Chinese growth are putting increased stress on policy



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