May 2, 2013
Emerging Markets: What has Changed
Emerging Markets: What has Changed: This is what has changed in the EM space, in our view: 1) Thailand: Officials are stepping up action and rhetoric against THB appreciation 2) India: We are becoming more optimistic that the INR will finally start to recover 3) Mexico: Banxico is sounding dovish again, but caution is needed in interpreting comments 4) Indonesia: [...]
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