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Global Macro Views: A Destabilizing Dovish Shift from the Fed

The Fed has undertaken a remarkable dovish shift so far this year, which some believe has further to run given this year’s review of policy. From a global perspective, this dovish Fed shift is potentially destabilizing. If the Fed succeeds in running the economy hot, longer-term yields will rise, a downside risk to our already more cautious EM capital flow projections.

Asset and Investment Management Survey – H1 2019

The H1 2019 IIF Long-Term Investor Survey was conducted among the IIF institutional investor membership in March 2019.

Economic Views: South Africa's External Vulnerability

South Africa’s current account deficit remains wide, and foreign investor positioning is the heaviest in EM. Reserves to deal with these vulnerabilities are limited. High private external assets provide some buffers, as repatriation offsets non-resident outflows partially. External vulnerability is high despite additional buffers.

Sustainable Finance in Focus: Greening Infrastructure in Emerging Markets

Environmental, social and governance (ESG) considerations front and center for EM infrastructure

All About the Green: Episode 1, A Conversation with IFC's Neil Gregory on Impact Investment

The brand-new IIF “All About the Green” Podcast kicked off with its first episode. This monthly podcast series shines a spotlight on the e...

FRT Episode 30: New Data Ecosystem Roundtable

The IIF Digital Currency Roundtable kicked off in Paris with the New Data Ecosystem. This interactive roundtable discussion explored key regulatory an...

Global Macro Views: Turkey’s External Vulnerability and Credit-Led Growth

Last year’s sudden stop in the BoP gave rise to a severe credit crunch, cutting the current account deficit and reducing external vulnerability. But the credit expansion in Q1 of this year undid a lot of that progress. We see much of recent Lira weakness through this credit-focused lens. The way forward lies in shifting Turkey away from credit-led growth.

CEEMEA Views: South Africa Trip Notes

We recently returned from a research trip to South Africa where we met policymakers, analysts, rating agencies, and local asset managers. This note summarizes our key takeaways from the trip. 

Sudan: Systemic Change Is Imminent

Nationwide protests continue, triggered by dissatisfaction with the Al-Bashir regime. Sudan has contended for years with FX shortages and high inflation. Restoring confidence will require new leadership with the credibility and will to implement reform, and we expect a transition to take place. 

White Paper: How China Failed to Fail

The IIF released a collection of papers analyzing the state of the Chinese economy. This research coincides with the IIF’s 2019 China Roundtable, held on the margins of the IMF/World Bank Spring Meetings. 



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