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Turkey Insight: Not weak at the knees yet? Credit default swaps just hit 520

Turkey Insight: Not weak at the knees yet? Credit default swaps just hit 520

Global markets are pricing in a Turkish default. The Erdogan administration is fixated on its pre-election stimulus and flattering Trump. The IMF says it ain’t had a call. And the IIF quite frankly is saying WTF?

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ANALYSIS: Turkey’s net FX reserves excluding swaps hit minus as of May 17

ANALYSIS: Turkey’s net FX reserves excluding swaps hit minus as of May 17

bne IntelliNews’ calculations show the precarious situation the central bank faces as the unrelenting battle to defend the lira takes an alarming toll. No wonder Turks fear for their hard currency savings.

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KYIV BLOG: Zelenskiy is fashioning a cudgel of authority from the wisps of legitimacy

KYIV BLOG: Zelenskiy is fashioning a cudgel of authority from the wisps of legitimacy

After only minutes on the job and with no formal party structure behind him, nor any representation in either the parliament or state organs, Ukrainian President Volodymyr Zelenskiy's first act was to dismiss the Verkhovna Rada.

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Why are Russian stocks so cheap?

Why are Russian stocks so cheap?

Investors into Russian stocks have almost given up seeing any of the cash the country’s leading companies generate. Valuations are in the basement, as investors don't believe the management will share their billions of dollars in revenue.

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ISTANBUL BLOG: Talk of a Turkey default grows as spooked investors ask ‘What comes next?’

ISTANBUL BLOG: Talk of a Turkey default grows as spooked investors ask ‘What comes next?’

Ankara is running out of options in its fight to defend the lira and raise capital.

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Voters prepare to punish their ruling parties in European Parliament elections

Voters prepare to punish their ruling parties in European Parliament elections

Following domestic political scandals in several Central and Southeast European member states, many voters just want to give their ruling parties a kicking in this week's EU-wide vote.

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MACRO ADVISORY: Uzbekistan Terraforming: Privatization is the next stage

MACRO ADVISORY: Uzbekistan Terraforming: Privatization is the next stage

Since the election of Shavkat Mirziyoyev in December 2016, Uzbekistan has been on a fast-track programme to transform what was, for the previous 25 years, a no-go investment zone. Privatisation is the next step.

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COMMENT: Russian offshore? Not so fast...

COMMENT: Russian offshore? Not so fast...

The two offshore zones established in Russia last August for the purposes of tempting foreign-based Russian businesses back to the Motherland have yet to catch on.

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COMMENT: Russia’s GDP growth slows in 1Q19, challenging the policy framework

COMMENT: Russia’s GDP growth slows in 1Q19, challenging the policy framework

Russian GDP growth slowed from 2.7% year on year in 4Q18 to just 0.5% y/y in 1Q19, well below expectations. Unlike most commentators, we attribute this slowdown to a pause in the state CAPEX rather than to the VAT hike.

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