Research Briefing
The recent pullback in equity prices has provided some additional headroom for valuations and means that we now forecast slightly...
Emerging markets
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Displaying 1 to 20 of 252 results
Research Briefing
The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks...
Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
Brochure
You may be interested in Mexico Forecasting Service Access to short- and long-term analysis, scenarios, and forecasts for the Mexican...
Brochure
You may be interested in Global Scenarios Service Explore the implications of key risks to the world economy. Find Out...
Research Briefing
Industrial production will lag services growth globally going into 2022 as supply-chain pressures continue to bite and the post-pandemic recovery...
Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
Research Briefing
India's 2030 commitments include a hefty reduction in projected emissions and 50% clean electricity generation, setting the bar high.
The meteoric rise of online shopping has been a hallmark of consumer spending during the pandemic. But all is not...
Research Briefing
The IMF’s updated GDP growth projection for MENA is largely in line with our baseline, although we are more optimistic...
Research Briefing
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...
Research Briefing
The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan...
Research Briefing
Governments around Australia pursued an ‘infrastructure-led recovery’ to kickstart the economy following the coronavirus induced 2020 recession. As part of...
Research Briefing
After over a year of political impasse, Lebanon has finally formed a government, led by a twice-former prime minister Najib...
Research Briefing
In our recent extended panel assessment on EM FX, we found most currencies have yet to recover ‘fair value’ after...
Research Briefing
The US Recovery Tracker carried the stalled progress we saw in the month of July into August, falling 0.3ppts to...
Research Briefing
Oil prices have stabilised around $75pb following the OPEC+ deal earlier thismonth to taper production cuts starting in August. The...
Research Briefing
European cities are on the road to recovery, as the improving health situation and gradual lifting of restrictions provide the...
Research Briefing
Our US Recovery Tracker finished May on a high note, rising 1.5ppts to 94.6 in the week ended May 28....
Consulting Report
This study examines some of the more recent job creation initiatives across the African continent, with the aim of identifying...
