In this edition we highlight,
- Five key market events that will shape the investment climate in the remaining quarter including the US presidential election, expectations for Federal Reserve and European Central Bank policy actions, politics in Europe and the UK Autumn Statement.
- The four pillars of Emerging Markets have eroded, causing EM to struggle, and we explain why the political backdrop will be an important determinant for recovery going forward.
- Dr. Win Thin also offers an overview of Emerging Market countries.
- Currency Forecasts.