Publications

Weekly Insight: Washington Worries

Sober policymakers, buoyant equities What next for China's RMB? Still many questions Russia-government confident the worst is over Ukraine-tentative p

IIF Dispatch: Update from India

Our recent visit for a Conference (held jointly with Exim Bank/NSE/IFC) on "Fulfilling India's Potential" found a generally positive mood with improvi

European Political Quagmire

Merkel is weakened domestically. France is entering a year of presidential elections. There is very little polit

March 2016 EM Growth Tracker

EM GROWTH SHOWS SOME FURTHER ACCELERATION After a slight moderation in February, our EM Growth Tracker points to a modest pick-up in March. Our track

Bahrain: Increasing Fiscal Strains

In the absence of tighter fiscal policy or exchange rate flexibility, the fiscal deficit will remain large and public debt will rise further to about

IIF Dispatch: Update on Peru

Fujimori wins first round. With 83% of the votes now counted, Keiko Fujimori (Fuerza Popular) won the presidential elections held on April 10 with alm

April 2016 Capital Flows to Emerging Markets

Since our January report, emerging markets have staged a striking turnaround as asset prices have bounced back and inflows revived. But, while tail ri

Russia: Quest for Credibility

Despite the recent hawkish tone, the key policy rate is likely to be cut later this year to 10% provided that oil prices d

Weekly Insight: Sober Start for Q2

1. FX in focus: ' As investors watch the Fed --which in turn appears to be watching the markets (see below)--U.S. rat

Venezuela: Judgment Day Coming

Default would l

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