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Country Insights

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Q2 GDP data shows continued robust growth, with some confusion caused among analysts
HUNGARY - Note 16 Aug 2017

Real GDP growth for Q2 was reported at 3.6% yoy on sda basis, just slightly down from 3.8% in Q1, this morning. This was above the otherwise nicely accelerating 2.2% yoy growth ...

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Fiscal policy
BRAZIL POLITICS - Market Brief 16 Aug 2017

The government announced on August 15 the new fiscal targets for 2017 (from a deficit of R$ 139 billion to R$ 159 billion) and 2018 (from R$ 129 billion to R$ 159 billion), in a...

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Same Old Same Old
PHILIPPINES - Quarterly Outlook 15 Aug 2017

The President’s second State of the Nation Address (SONA) in July suggests that year 2 of the Duterte Administration will be much like year 1. Our central growth scenario of 6....

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Week of August 14
BRAZIL POLITICS - Weekly Trends 14 Aug 2017

The government is expected to announce the new fiscal targets for 2017 and 2018, aside from a set of measures to contain spending on civil servants. In the Lower House, we highl...