Research Briefing
The MENA region is a key player in the energy sector as a large producer of oil and gas, but...
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Research Briefing
A consumer recession is almost inevitable in Chile and Colombia due to overheating domestic demand combined with the need to...
Research Briefing
We have raised our inflation forecast for the GCC to average 3.2% this year, up from our projection of 2.8%...
Research Briefing
As part of our extensive analysis on regional economies across the world, we continue to explore novel approaches and innovative...
Research Briefing
Higher international food prices will have a more aggressive impact on African CPI readings than those in advanced economies. This...
Research Briefing
The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks...
Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
The legacy of the massive fiscal response to the pandemic is ballooning government debt. From 2019 to today, average government...
If you were to scan recent headlines, from submarine sales in the Pacific, to Chinese clampdowns on Evergrande and the...
Research Briefing
In our recent extended panel assessment on EM FX, we found most currencies have yet to recover ‘fair value’ after...
Research Briefing
According to our pandemic-impact scorecard, EMs on average have been most afflicted, followed by frontier markets, with advanced economies suffering...
In his recent blog post, Richard Holt explored whether Covid-19 will lead to a permanent flight from the cities as...
Research Briefing
Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown...
You may be interested in Latin American Cities and Regions Service Forecasts for key economic, labour market and industry variables...
You may be interested in Emerging Markets Asset Manager Service Emerging markets insight and opportunity at your fingertips. Find Out...
Modern economic history since the 1970s is littered with episodes of oil shocks, with surging crude prices triggering global recessions....
Chinese consumer market to overtake America’s by 2034. “Let China sleep, for when she wakes, she will shake the world.” The...
Recent years have seen startling growth in the reach of mobile technology. Such growth has been truly ‘global’ with vast...
