Research Briefing
Qatar’s hosting of the Middle East's first ever World Cup is seen benefitting the wider GCC economy, and given the...
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Displaying 1 to 20 of 252 results
Research Briefing
2023 is likely to be a difficult year for most Asian economies with growth slowdowns, stubborn inflation, and sticky policy...
Research Briefing
We expect El Salvador to avoid default in 2023, but unsustainable public debt and dangerously low reserves will trigger restructuring...
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...
Research Briefing
The question of debt restructuring is becoming a more pressing one: in recent weeks, a number of African sovereigns have...
Research Briefing
Data for Q3 on the volume of China's imports of crude from Russia show a drop against the June level....
Research Briefing
Ecuador is no longer on track towards meeting the criteria imposed on it by the IMF to keep its US$6.4bn...
Research Briefing
The impact of the lockdowns and Covid-19-related restrictions in China were severe in the second quarter of 2022. We have...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
Though global recession fears are mounting, our newly developed emerging markets activity trackers show most EMs are now outperforming compared...
Research Briefing
The MENA region is a key player in the energy sector as a large producer of oil and gas, but...
Research Briefing
We have expanded our climate transmission channels on the Global Economic Model to include more sub-Saharan African economies. Through scenario...
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
Africa is disproportionately affected by climate change. It accounts for only 3% of global greenhouse gas emissions, in contrast to...
Research Briefing
A consumer recession is almost inevitable in Chile and Colombia due to overheating domestic demand combined with the need to...
Research Briefing
Africa's most important contribution to combating climate change will not be by foregoing the exploitation of its hydrocarbons resources. Rather,...
Research Briefing
Africa’s greatest potential asset is its youth – the population of those younger than 25 years is set to more...
Research Briefing
We are concerned about the prospect of distressed sovereigns dragging down their domestic banking systems. We identify an extraordinarily high...
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 a developing area in the residential space, the Australian build-to-rent (BTR) sector has a strong pipeline of mooted developments....
