Publications

November 2017 EM Growth Tracker

December 19, 2017

Our EM Growth Tracker expanded to 6.1% (3m/3m sa ar) in November, 0.2pp higher than in October. The tracker has enjoyed a steady growth for the last 4

Economic Views: GCC - Headwinds in the Face of Monetary Tightening

December 18, 2017

The recent monetary tightening comes at a time when bank lending to the private sector remains subdued. Further interest rate hikes next year threaten

Economic Views: Brazil - An Ingrained Decline in Core Inflation?

December 14, 2017

An ingrained decline in core inflation?' Core inflation fell to its lowest level since 2007, driven by items related to the food & beverage and trans

Global Macro Views: Evaluating G-3 Central Bank Inflation Forecasts

December 14, 2017

Low inflation has been a conundrum in recent years, "¦ but currently nowhere more so than in the Euro zone and Japan. We evaluate how G-3 inflation ha

India: Is RBI Poised to Shift to a Tightening Cycle?

December 14, 2017

India: Is RBI Poised to Shift to a Tightening Cycle? "¢ The recent jump in inflation, market expectations for it to be elevated through mid-2018, and

Weekly Insight: Divergence of opinion

December 14, 2017

Debate around the direction of 2018 monetary policy heats up Cyclical stocks pricing in solid, synchronized growth-at least for 2018 Room for investor

Lebanon: A Ray of Hope

December 11, 2017

The recent withdrawal of Hariri's resignation, as prime minister, and the commitment of the cabinet to stay out of regional conflicts, will ease the p

Economic Views: South Africa - At A Crossroads

December 8, 2017

South Africa avoided a potentially damaging ratings downgrade from Moody's in November, but has been put on watch for a downgrade in the next three mo

Economic Views: Korea - Foreign Policy Challenges but Some Progress

December 7, 2017

President Moon's administration faces multiple challenges, while seeking to reshape foreign relations. North Korea's latest missile launch and ongoing

Economic Views: Asia Six - Foreign Direct Equity Inflows Rebounding

December 7, 2017

Foreign direct equity investment in Asia Six jumped in Q3 2017 as inflows to India recovered after two soft quarters following the demonetization shoc

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