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Weekly Insight: Second-guessing the equity market rally

Equities and risks to growth; surge in dollar bond issuance Softer growth and credit concerns in China Emerging market currencies under pressure Turki

Lebanon: Improved Security Key to Growth Revival

The worsening of the security situation and spillover from the Syrian crisis depressed growth to 0.9% and widened the fiscal deficit to 11% of GDP in

Lebanon: Improved Security Key to Growth Revival

The worsening of the security situation and spillover from the Syrian crisis depressed growth to 0.9% and widened the fiscal deficit to 11% of GDP in

Weekly Insight: Lively debate on the global outlook, QE, capital flows

"Show me the profits"- equities focus on earnings growth; credit spreads Highlights from IIF Economic Advisory Committee meeting in New York - cautiou

Thailand: Political Crisis Bears Down On Economy

Politics have taken a turn for the worse to precipitate a drop in the baht, slippage in the stock market and further slowdown in economic activity. Ad

Argentina: Rough Transition Ahead

Increasing fiscal deficit monetization has fueled inflation, eroded international reserves and deteriorated the central bank's balance sheet. The gove

Emerging Europe: Diverging Fortunes

Even though the external environment has improved markedly for Emerging Europe, recent performance and the near-term outlook have become increasingly

Weekly Insight: Measured Fed, dovish ECB, market watchful

Equity rally takes a breather; a good week for sovereign issuance; EM eyes on China Fed minutes suggest smooth launch for QE3 wind-down Stronger Euro

Weekly Insight: New Year, Fresh Look

Still constructive outlook for equities; risks to consensus view on bond yields Global manufacturing recovery remains on track, but EMs still lagging

Frontier Equity Markets

Download PDF (493.09 KB) IIF Authors Emre Tifti
 

 

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