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The Next President: Implications For Russia

A Hillary Clinton presidency would adopt a tougher line towards Russia as part of a continuation of the decades-long policy aimed at containment. By contrast, a Donald Trump presidency would open the...

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Growth To Slow As Stimulus Measures Fade

China's real GDP growth of 6.7% y-o-y in H116 was supported by large-scale fiscal stimulus, but we believe that growth will slow over the second half of the year as the government is forced to...

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EM Over DM For 2017 Vehicle Sales

The outperformance of emerging markets in terms of vehicle sales growth will become far more pronounced in 2017 as major EMs recover and DMs plateau or in some cases contract. The gradual recovery of...

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Three Scenarios For The US Consumer

The US consumer has increased its share of the economy over several decades, and over the past three quarters private consumption has remained strong at a time when business investment dragged on...

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