Publications

Emerging Markets Bank Lending Conditions Survey - 2014Q1

Bank lending conditions in emerging economies deteriorated in 2014Q1, as the overall IIF EM Bank Lending Conditions index dipped to its lowest level s

April 2014 Portfolio Flows Tracker

After a strong rebound in March, portfolio inflows to emerging markets moderated somewhat in April. Global investors are estimated to have brought $25

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

IIF Authors