Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
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Displaying 1 to 20 of 111 results
Research Briefing
The government's levelling up ambition has probably been made more, not less, difficult by the new "Plan for Growth". Policies...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
Brazil's October presidential election will likely be decided in a runoff between two arch-rivals: the far-right Jair Bolsonaro and left-wing...
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
Research Briefing
If successful, the Turkey-brokered deal between Russia and Ukraine to unblock Ukraine's ports and facilitate grain exports would be highly...
Research Briefing
A right-wing coalition government is expected to win in the upcoming Italian elections in September. Although "euroexit" is now very...
Research Briefing
There are five days to go until Kenya's high-stakes elections on August 9. All eyes are on the presidential vote,...
Research Briefing
The resignation of Prime Minister Mario Draghi is going to leave a policy vacuum in Italy. Snap elections are now...
Research Briefing
The approaching French legislative elections are defined by serious political risks. Our baseline sees Macron's presidential coalition winning the majority...
Research Briefing
President-elect Ferdinand Marcos Jr faces a tricky balancing act between supporting the economic recovery and containing the Philippines' burgeoning fiscal...
Research Briefing
The implementation of Marine Le Pen's main economic proposals would drag on France's medium-term growth prospects, according to our analysis....
Research Briefing
The dominance of international events has shifted attention away from the medium-term economic programmes of the candidates in France's crowded...
Research Briefing
The year of 2021 was significant for South Africa. It was marked by the largest civil unrest since the end...
Research Briefing
Back to Resource Hub Research Briefing | Mar 11, 2022 South Korea: Victory for Yoon signals domestic and foreign policy...
Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
Research Briefing
President Cyril Ramaphosa’s State of the Nation Address (Sona) again contained some positive signs of a change in policy direction....
Research Briefing
A recent uptick in militant activity in Cabo Delgado suggests that foreign troops deployed to the insurgency-hit northern province are...
Research Briefing
Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify...
Research Briefing
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security...
