Asian economic growth has slowed markedly, but even more worrisome is the collapse in Asian trade. Our analysis suggests the changes depressing Asian
Our ma
Stock price slump brings valuations closer to fundamentals No respite for emerging market capital flows Dovish ECB hints at March move China-growth mo
Net capital outflows from emerging markets in 2015 were even larger than we previously thought. The bulk of these outflows relate to China, driven in
Markets reassess 2016 prospects Spotlight on FX pegs Renewed oil price slump clouds outlook for producers EM Growth Tracker shows small rebound in Dec
1.' Markets fasten seatbelts: ' The relative calm that prevailed just after Fed liftoff has abruptly dissipated as China's market t
Chinese markets have had a rough start to the year, triggered by further' disappointing business sentiment reports and sustained uncertainty about gov
Will the Force be with the markets? Fed achieves smooth liftoff High-yield sector-blinking first? China-a policy induced pick-up Argentina-bold steps
With China's Fifth Plenum in focus this week, a key topic is promoting the international use of the renminbi. Internationalization has surged in recen
The official rhetoric is that the easing cycle will remain gradual and cautious. We think the easing will be bold and broad-based. The official rhetor
A rapidly slowing economy has prompted the government to reinforce policy easing using monetary, fiscal and administrative measures. Further broad-bas
2015 has not started as well as hoped. Activity data have disappointed in Q1 and business confidence has deteriorated. The IIF again revised down its
China-Growth Momentum Remains Tepid Oil boon fuels EM monetary easing Ukraine-looking for more help iif_we
Russia: a perfect storm China: Looking Towards 2015 Greece-Electoral Jitters
Chinese internet finance companies have seen exponential growth over the past five years, and now provide a growing range of financial services. E-fin
The global economy seemed to be losing traction until recently, but the latest data paint a brighter picture: business sentiment picked up in October,
The macro data flow over the summer months ranged from largely positive news in the U.S. and China to negative surprises in the Euro Area and a number
Growing market fears that slowing economic growth amidst abundant liquidity presents a threat to financial stability and risks triggering a hard landi
The economic slowdown, restrictions on IPOs and tougher regulations have curbed private equity activity. While the recent downswing will run its cours