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Economic Data
Some initial thoughts on the US Jobs report, the Fed’s reaction function and tapering
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China: Rebalancing and long term growth
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Indonesia: Falling Behind the Curve
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Credit growth remains the weakest link in Eurozone recovery
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Tapering claims another victim: Indonesia
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Equity multiples growing at fastest rate since dot-com bubble
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The market is not the economy
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Why the EM meltdown doesn’t change my positive macro view
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The emerging market economies are getting savaged
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China: The urbanization fallacy
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