Both on- and off-balance sheet Chinese banking sector assets ballooned in the past decade. However, many drivers behind the rapid asset growth seem to
Low inflation has been a conundrum in recent years, "¦ but currently nowhere more so than in the Euro zone and Japan. We evaluate how G-3 inflation ha
India: Is RBI Poised to Shift to a Tightening Cycle? "¢ The recent jump in inflation, market expectations for it to be elevated through mid-2018, and
South Africa avoided a potentially damaging ratings downgrade from Moody's in November, but has been put on watch for a downgrade in the next three mo
China's state-owned companies are suffering from high leverage and low return, "¦ "¦ partly due to their high concentration in upstream heavy industri
Our model suggests that a USD10 pb oil price increase boosts the current account by USD15 billion.' The current level of oil prices, if maintained, wo
Sizable government credit guarantees boosted output growth this year. With the credit impulse weakening, output growth will likely slow down to 4% or