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Economic Views: India - Recapitalization Provides the Missing Piece

Government announces much-needed and expanded recapitalization program for state-owned banks. Complements efforts from May aimed at speedier debt reso

Economic Views: South Africa - Politics Undermining Mining

Despite South Africa's immense natural resource wealth, the mining sector's contribution to GDP con-tinues to slide Unease over the new mining charter

Economic Views: Mexico - Uneasy Neighborhood

This note describes the NAFTA renegotiation framework and assesses the implications of a possible exit' Discrepancies on key issues have led to protra

Global Macro Views: A Dovish ECB Taper Won't Work

This week's reduction of asset purchases from the ECB will try to accomplish a "dovish taper," whereby withdrawal of stimulus will likely be accompani

Global Debt Monitor - October 2017

Global debt hit a new record high of USD226 trillion in Q2 2017. However, the pace of increase has slowed and the global debt-to-GDP ratio has slipped

China Spotlight: Non-SOE FAI Crucial for Growth Outlook

The real-term FAI growth by non-SOE companies fell from 40% in 2011 to only about 2% in the past year. There are both benign and worrisome reasons beh

Economic Views: Argentina - Vote of Confidence

A strengthening economy has helped the government obtain a positive result in the midterm elections' Increased public support for prudent policies pro

Economic Views: Fuel prices and inflation in EE

Due to the strong link to global oil prices, EE countries witnessed large swings in fuel prices in 2017. The effect of volatility in fuel prices on he

Economic Views: Venezuela - Adverse Political Dynamics

"¢ A negotiated solution to the political crisis has become more difficult following the regional elections "¢ The likelihood of holding a legitimate

Eighth annual global EY/IIF bank risk management survey

The eighth annual global bank risk management survey, "Restore, rationalize and reinvent: a fundamental shift in the way banks manage risk", carried o



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