Both on- and off-balance sheet Chinese banking sector assets ballooned in the past decade. However, many drivers behind the rapid asset growth seem to
Low inflation has been a conundrum in recent years, "¦ but currently nowhere more so than in the Euro zone and Japan. We evaluate how G-3 inflation ha
India: Is RBI Poised to Shift to a Tightening Cycle? "¢ The recent jump in inflation, market expectations for it to be elevated through mid-2018, and
South Africa avoided a potentially damaging ratings downgrade from Moody's in November, but has been put on watch for a downgrade in the next three mo
China's state-owned companies are suffering from high leverage and low return, "¦ "¦ partly due to their high concentration in upstream heavy industri
Our model suggests that a USD10 pb oil price increase boosts the current account by USD15 billion.' The current level of oil prices, if maintained, wo