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Weekly Insight: More Good News than Bad News?

Solid U.S. earnings season supports market sentiment, despite a degree of concern on valuation Flash PMIs signal brighter summer Elections in India- B

Peru: Shifting Growth Dynamics

Following a decade of impressive growth propelled by high commodity prices, ample global liquidity and a credible macroeconomic policy framework, the

Nigeria: Larger Economy, Same Challenges

Nigeria is now the largest economy in Africa in nominal $ GDP following the rebasing of its national income accounts. The rebasing revealed a more div

Korea: Regaining Momentum

The economy turned up in 2013, but remains subdued by structural impediments such as over-reliance on exports, public sector inefficiencies, excessive

Weekly Insight: Hoping for More Support

Equity markets regain footing, helped by better U.S. data and hopes for Chinese policy stimulus Renewed interest in EM assets-but continued differenti

Weekly Insight: Emerging Market Spring

Renewed appetite for emerging market assets, high-yield bonds and carry trades Greece returns to the markets More moderate tone in FOMC minutes Normal

Romania: Better Fundamentals, Political Uncertainty Lingers

Growth has recovered thanks to resurgent exports, but it is likely to remain modest at around 2-3% in the near term, constrained by lingering structur

Weekly Insight: Is QE Coming to Europe?

Bund-Treasury yield gap continues to widen Sharply lower flows to equity ETFs in Q1 ECB ready to use QE "¦ if needed Global PMIs again underscore the

April 2014 Global Economic Monitor

The global economy continues to be affected by bumps in the road that together are contributing to softer growth in the first half of the year. We hav

Weekly Insight: Hedging Bets

Early 2014 sees demand for both safe havens and risk assets IIF Portfolio Flows Tracker indicates pick-up in flows to emerging markets Flash PMIs mixe
 

 

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