Entries for 'Asia Pacific'
March 15, 2017
The BJP led by Prime Minister Modi resoundingly defeated the Congress and regional parties in the state assembly elections in Uttar Pradesh (UP), Indi
March 9, 2017
"¢ Bond bears circling "¢ US-growth outlook with major risks "¢ ECB-a step towards normalization "¢ Japan- twist and shout "¢ China-devils are in the
March 3, 2017
Fiscal initiatives, buoyant tourism, and calm political conditions are lifting the economy, although headwinds suggest that the upturn will be moderat
March 1, 2017
We estimate that non-resident portfolio flows to emerging markets rose to USD17.1 billion in February All four EM regions saw portfolio inflows in Feb
February 20, 2017
Our recent visit found an economy growing 5-5.2% a year with improved external position helped by supportive macro policies and reforms, but dampened
February 16, 2017
Markets -Follow the money, mind the regulators Euro area -a solid foundation for 2017 Japan -Mr. Abe goes to Washington Venezuela -a ticking social
February 9, 2017
Is the reflation trade coming back? China - capital outflows remain large India - RBI surprises, keeping rates on hold MENA - short-term pain, long-te
February 8, 2017
We see EM capital flows virtually flat at USD680 billion for 2017, and high risks-notably for FDI Net capital outflows from China will persist, but at
February 2, 2017
What next for the strong dollar trade? US-Yellen keeps the powder dry Greece-second review of bailout program still up in the air Poland- self-inflict
February 1, 2017
Against the backdrop of global uncertainties and last November's demonetization shock, the budget adopts a sensible stance by slightly slowing fiscal
February 1, 2017
We estimate that non-resident portfolio flows to emerging markets rose to USD12.3 billion in January EM Asia, LatAm, and EM Europe saw modest portfoli
January 26, 2017
The political crisis, structural impediments and weak exports are weighing on the economy. The Constitutional Court is expected to uphold last Decembe
January 26, 2017
EM bank lending conditions worsened in 2016Q4 Some recovery in loan demand More deterioration in funding conditions NPLs continued to rise, but at a
January 24, 2017
China Economic Update The Great Moderation China GDP is less export and industrial driven, yet still too dependent on financials and homes Growth sta
January 3, 2017
December portfolio outflows cap the weakest year since the crisis : Non-resident portfolio outflows from emerging markets are estimated to have been $
December 19, 2016
When visiting China last week, we found more confidence that recent economic growth had stabilized, but also greater uncertainty about 2017 given elev
December 15, 2016
1.' Markets brace for higher bond yields, stronger USD: As investors digest the implications of the Fed's rather hawkish hike (see below), they see l
December 13, 2016
The election of Donald Trump as US president implies an abrupt shift in policy direction in the US, but the details remain vague and implementation un
December 12, 2016
Political Aftershocks ' The impeachment of President Park, if upheld by the constitutional court as appears likely, should end months of political tu
December 8, 2016
Markets amp up ECB decision-When is a taper not a taper? Short-term debt relief for Greece-better than nothing! China-strong rebound in trade yet capi