Publications

Weekly Insight: On Tenterhooks

September 10, 2015

Markets say "no"' Fed -' In two minds EM growth softens in August' China's FX reserves take a hit Brazil -' Going, Going, Gone Puerto Rico - Closing t

Nigeria: Policy Vacuum Adding to Naira Woes

September 9, 2015

The 60% decline in the oil price since last year and the slow political transition following elections in March is taking its toll on the Nigerian eco

IIF Dispatch: Update from Argentina

September 9, 2015

Below are the main takeaways from recent meetings in Buenos Aires with top advisors to presidential candidates for the October 25 elections: "¢The pre

IIF Dispatch: Update from Tokyo

September 9, 2015

It's not just the tropical typhoon fraying nerves and dampening spirits. Our recent visit also found rising concern about the damage from spillovers f

August 2015 EM Coincident Indicator

September 9, 2015

EM Growth Softens in August on Tighter Financial Conditions The IIF EM Coincident Indicator fell by 0.2pp to 3% in August, back to June's level (Chart

August 2015 Portfolio Allocation Trends

September 9, 2015

Trends in allocations suggest that fund investors have rebalanced their portfolios towards much safer asset classes over the few past weeks. With

IIF Dispatch: Update on Lebanon

September 8, 2015

"¢Widespread corruption and political paralysis are shaking the social and physical landscape of Lebanon.' The country has seen anti-government protes

IIF Flows Alert: Reversal Continues but at Slower Pace

September 3, 2015

EMs have continued to suffer outflows of portfolio capital in recent days, but the pace of outflows has eased. Total outflows thus far are estimated a

Romania: Risks from Fiscal Stimulus

September 3, 2015

With fiscal discipline broadly sustained since 2009, improving consumer and investor confidence and reducing vulnerabilities, real GDP returned to pre

Weekly Insight: Surveying the Damage

September 3, 2015

ECB-a dovish birthday party EM outlook takes another hit Tipping the EM "Beauty Pageant" The PREPA bond restructuring-template for Puerto Rico '

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