(1) Macro picture improving for global growth, revenues, and earnings. (2) Tracking global growth with oil demand, production, and exports. (3) Emerging economies are doing most of the heavy lifting. (4) Mixed bag for EM stocks. (5) Some EMs can decouple from advanced economies better than others. (6) Brazil and India have some issues. (7) China has lots of bank loans. (8) Japan joins the easing party in Asia. (9) India's woes. (10) Raining on Brazil's carnival.
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