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Weekly Insight: Keeping the Faith

Still buying the dips US Policy-Russia sanctions Bill South Africa-International investment position MENA-Financial sector adapting to a new era

Economic Views: Romania

Further fiscal expansion will likely jeopardize Romania's access to EU funds.' Consumption-driven output growth will continue, adding to inflationary

Economic Views: Ukraine

Prodded by the IMF and domestic reform activists, the government has implemented several important reform steps and submitted a pension reform plan to

Portfolio Allocation Trends: Watch Out for Turbulence

Rounding out a very strong first half of the year for flows to most financial assets, global mutual funds and ETFs have seen a 25% rise in inflows ove

Economic Views: South Africa - International Investment Position

The net IIP has turned positive, driven by a surge in outward direct investment over the past decade. However, net portfolio debt liabilities and the

Economic Views: Lebanon

Growth remained subdued, the deficits large, and public debt has risen to 151% of GDP. Without reforms the public debt burden will continue to rise, a

Economic Views: South Africa - Current Account Deficit - Cyclical or Structural?

South Africa's current account deficit has become more entrenched over the past decade. A larger income deficit now outweighs improvements in trade fr

China Spotlight: Expect Still Robust Growth in 2Q

We expect China's growth to stay robust in 2Q, growing at 6.9% y/y and beating consensus (6.8%) again. Our regression, using the PBoC quarterly survey

IIF US Financial Regulatory Update - July 6

The latest installment of our US Financial Regulatory Update, reviewing testimony to Congress by the heads of the FDIC and OCC, and Federal Reserve Go

Global Macro Views: Rising Global Interest Rates and EM Growth

We examine how rising global interest rates might impact growth in emerging markets, differentiating between countries where growth has been consumpti



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