高盛：Global Economics Weekly——EM Capital Flows: Here We Go Again？

1.Turnspotting

2.This Time, Things Do Look Different

3.Just Because There Is No EM Bubble, It Doesn’t Mean Some Countries Won’t Get Into Trouble

4.Pockets of Vulnerability in Eastern Europe

5.Global Economic Indicators: Policies and Markets

6.Global Economic Indicators: Macroeconomic Developments

7.Global Economic Indicators: Market Valuations

8.Main Economic Forecasts

9.Bond and Currency Forecasts