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Philippine Elections: Taking The Shine Off Reform

by Matt Gertken, Chief Geopolitical/US Political Strategist   Jesse Anak Kuri, Editor/Strategist   Ayman Kawtharani,   

Preliminary results from the Philippine elections suggest that policy uncertainty and discontinuity will challenge the reform trajectory of a country with one of the best macroeconomic backdrops in the emerging market universe.

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BCA Research | Geopolitical Strategy

The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities. 

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