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Primary needs stability, on top of any peace deal
Five months in, Alessandro Melzi is getting started on the plan, but his boss is about to change
Bonds of energy importers have sold off, but investors convinced fundamentals are still strong
Managers pause deals as spreads widen, but swift resolution is still priced in
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Enthusiasm for a defence push on the continent is crucial but lacking -
Some borrowers eye depth of US dollar market, while others anticipate 'orderly impact' on euro spreads
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Africa and the Gulf will suffer most in a global recession, rather than from direct tariff pain
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Trump has been far more open to negotiation on tariffs than expected, said one EM fund manager
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Transparency is an issue for the central Asian state, said one sovereign investor
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Deals off as shares fall ahead of tariff announcements
