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Asia - Getting Tighter

Archive Report ·David Roche ·27 Jan 2010

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Asia#China#Monetary Policy#Strategy Archive#Equities#Growth#Inflation#Interest Rates#Tightening#Rates#Thailand#India#Vietnam#Philippines#Bank Assets Read More
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Dubai Debt Debacle Update

Archive Report ·David Roche ·30 Nov 2009

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Debt Crisis#Asset Bubble#Dubai#United Arab Emirates#Credit Contagion#Leveraged Asset Pools#Philippines#Mexico#Brazil#Growth#Strategy Archive#Finance Read More
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Emergingmarkets Aburstingbubble

Archive Report ·David Roche ·04 Jul 2006

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Turkey#Strategy Archive#US Economy#Liquidity#Philippines#Growth Rate#Capital Costs#Hungary#Asset Performance#Global Financial Market Sell-off#Emerging Market Equities#Foreign Capital Inflows Read More
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Riskappetiteandthegreatcarrytrade

Archive Report ·David Roche ·22 Mar 2005

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Risk Appetite#Philippines#Commodities#Liquidity#Gold#Financial markets#Strategy Archive#Economy#Australia#Turkey#Russia Read More
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Emerging Market Debt - The Interest Rate Cycle Update

Archive Report ·David Roche ·11 May 2004

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Dollar#Strategy Archive#Mexico#Commodities#Brazil#Interest Rates#Philippines Read More
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Philippines - Poe Faced

Archive Report ·David Roche ·01 Apr 2004

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Philippines#Debt#Public Finance#Government#Peso#Economy#Fiscal Policy#Strategy Archive#Asia Read More
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Philippines - Stay Short Philippines Debt

Archive Report ·David Roche ·27 Aug 2002

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Asia#Elections#Strategy Archive#Fiscal Policy#Economy#Peso#Taxation#Government#Debt#Philippines#Arroyo Administration Read More
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Philippines - Stay Short Philippines Debt Update

Archive Report ·David Roche ·27 Aug 2002

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Arroyo Administration#Philippines#Debt#Government#Peso#Taxation#Economy#Fiscal Policy#Strategy Archive#Asia#Elections Read More
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EM Debt - Time To Go Short

Archive Report ·David Roche ·20 May 2002

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Turkey#Strategy Archive#Mexico#Brazil#Short Selling#Interest Rates#Debt#Currencies#Philippines#Housing Market#FX Debt#Public Sector Debt#Tax Revenues#Political Instability#Consumer Confidence Read More
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Emerging Markets - At The Crossroads

Archive Report ·David Roche ·30 Oct 2001

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Government Borrowing#Banking Sector#Philippines#Devaluation#German Banks#Risk-Adjusted Returns#US Banks#Spanish Banks#Industrials#Interest Rates#Argentina#Debt Default#Malaysia#Strategy Archive Read More
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