(1) OECD leading indicators predicting better global growth ahead. (2) Better for advanced than emerging economies. (3) Good news for revenues. (4) Japan’s leading indicator gives thumbs up to Abenomics. (5) Eurozone’s peripheral countries leading upturn in region’s leading index. (6) BRICs remain below par. (7) Will EMs underperform again this year? (8) Margin squeeze as commodity super-cycle ends and labor costs rise. (9) EMs need a weak dollar to outperform, but may not get it.
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