Portfolio outflows largest since "taper tantrum": Non-resident portfolio outflows from EMs are estimated to have been a hefty $24.2 billion in Novembe
State-Owned Enterprises (SOEs) remain critical to China's economy. They dominate heavy manufacturing, financial services, utilities, telecom and defen
As part of ongoing efforts to enhance our monitoring of capital flows to emerging markets, last month we introduced new country-level indicators to tr
The September 2016 edition of the IIF Global Economic Chartbook summarizes our current views on the global economy, drawing on our latest Global Econo
As part of ongoing efforts to enhance our monitoring of capital flows to emerging markets, we are introducing new country-level indicators to track ne
Policymakers are focused on avoiding near-term economic volatility in the run-up to the leadership transition in October 2017, but restructuring and s
Online payments open doors: Soaring e-retail sales support robust growth in online payments, with Alibaba and Tencent dominating. Fintech firms are in
G20/B20 Summits have basically been thought of as talking shops and photo ops, with few concrete impacts on the world economy--except perhaps for the
China's economy has generally receded from the headlines in recent months, and the sense from our meetings in Beijing this week was that this period o
After a sharp downturn, the relaxation of administrative regulations and monetary easing progressively lifted the real estate market from early 2015,
China-growth stabilizing, for now Turkey-political risk weighs on the economy Global fund flows-demand for safe havens and yield 1. Markets take a
China's foreign exchange reserves increased by $13.4 billion to more than $3.2 trillion in' June, driven mainly by PBOC FX purchases. Exchange rate fl
Europe's banks under pressure China-RMB's post-Brexit weakness 1.' Nervous markets, record low bond yields: Post-Brexit markets are venturing furt
1.' Markets betting on Bremain: ' With the momentum of poll results shifting back towards Bremain, the markets seem to have decided that ther
Banks are under pressure to reform conventional business models with rising non-performing loans and slowing profit growth. Strong competition for dep
*Rising tide floats all boats-but for how long? *EM flows surge after dovish ECB, weak payrolls *Global Economic Monitor-still looking for lift *China
The Chinese bond market has grown quickly and is expected to deepen further and become increasingly diversified. The recent opening of the bond market
Renewed enthusiasm for risk assets' Fed leans cautious EM corporates shift toward more local currency borrowing China-weak activity points towards mor
1. It gets worse: This week has seen a surge in risk aversion. Rising concerns have been reflected in a further sh
Asian economic growth has slowed markedly, but even more worrisome is the collapse in Asian trade. Our analysis suggests the changes depressing Asian