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- 1 Strategy Note/Nigeria Nigeria ejection from MSCI FM looms
- 2 Macro Analysis/Global The countries most vulnerable to tight global financial conditions – in 2 charts
- 3 Strategy Note/Pakistan Pakistan 'super-tax' hits narrow tax base but brings IMF closer
- 4 Strategy Note/Russia Russia wakes up to sovereign default
- 5 Strategy Note/Global The shadow economy in EM: Bad for sovereign risk, good for consumer spend