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【出版时间及名称】：20100115 关于新兴市场的最新研究报告
【作者】： Barclays Capital
【文件格式】：PDF
【页数】：32
【目录或简介】：
China and Brazil introduced regulatory initiatives that could curb credit growth, signaling the beginning of a withdrawal of monetary impulse. Greece announced some fiscal efforts which reminded markets of the difficulty of undertaking meaningful fiscal tightening. Gradually, we expect tighter money and still easy fiscal policy to be the macro backdrop for a gradual sell-off in UST. Against these global trends, idiosyncratic stories, such as Venezuela’s FX reforms/devaluation, Argentina’s central bank affaire, Ukraine’s elections or Turkey’s IMF prospects, promise to generate the greatest sources of returns.