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

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

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

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

We examine the labor market "churn" and perform a sensitivity analysis on the US unemployment rate. Factoring in some slowing in hiring and a gradual

Growth remained firm in 2017Q1, but high-frequency indicators suggest a slowdown is in the making. The protracted weakness of investment is consistent