Publications

Weekly Insight: Summer Kickoff, Market Cooldown?

Equity markets reassess valuations Signs of credit market complacency? ECB accommodation lends further support to carry trades After a weak Q1, an une

Algeria: Time for Change / Algérie: L'heure du changement

Algeria's growth model based on hydrocarbon-financed fiscal spending and heavy-handed government intervention in the economy is not sustainable. Softe

Venezuela: Social Crisis Slowly Unfolding

Persistent social protests are threatening political stability and weighing on the economy's performance. Although the government has induced a 60% de

Weekly Insight: Action from the ECB, Views from London

ECB moves to a negative deposit rate Pessimism about mature economy growth Concerns about the outlook for EM capital flows Impact of new technologies

May 2014 Capital Flows to Emerging Market Economies

Private capital inflows to emerging markets are benefiting from a supportive global environment, including an improving macro outlook and strong risk

May 2014 Portfolio Flows Tracker

Our EM portfolio flows tracker indicates that portfolio inflows to emerging economies continued their upward trend of the last several months in May,

Weekly Insight: Rainy Weather, Sunny Mood

Another leg down in forward rates, another leg up for emerging market assets Japan's largest pension fund prepares to increase allocations to equities

Bahrain: No Easy Solutions To Fiscal Vulnerabilities

Bahrain's fiscal situation is coming under increasing strain, with the government debt-to-GDP ratio having soared over the past five years due to pers

Chile: A Paradigm-Shifting Tax Reform

President Michelle Bachelet is seeking the largest overhaul of the tax code in decades, aimed at raising revenues for greater education spending and i

Emerging Europe: Diverging Challenges

Economic performance, policies and the near-term outlook have become increasingly divergent across Emerging Europe despite the improving external envi

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