Publications

Portfolio outflows largest since "taper tantrum": Non-resident portfolio outflows from EMs are estimated to have been a hefty $24.2 billion in Novembe

The Italian Constitutional Referendum

November 23, 2016

Italy to vote on reforms to limit the powers of the Senate We think a "No" vote is the most likely outcome PM Renzi likely to resign in the case of a

India: Demonetization Shock

November 23, 2016

The bold but controversial demonetization initiative is a political gamble and will adversely affect growth over several quarters, but should also hav

IIF Dispatch: Update from Hungary

November 22, 2016

Our recent trip to Budapest reaffirmed our view that policy framework is becoming increasingly more complicated in Hungary as the authorities are look

Brexit Update: More Complications

November 21, 2016

Economic resilience is coming to an end. Uncertainty is the only certainty in the Brexit process. Trump p

China Spotlight: Long March to SOE Reform

November 18, 2016

State-Owned Enterprises (SOEs) remain critical to China's economy. They dominate heavy manufacturing, financial services, utilities, telecom and defen