Publications

Russia: Poised for Trump Rally

February 3, 2017

Real GDP declined 0.2% in 2016, but growth resumed in the second half of the year.' Rising oil prices helped stabilize the ruble at RUB/$60 level, 20%

Colombia: Tax Reform Helps, But More is Needed

February 3, 2017

The government has passed a tax reform to boost non-oil revenue. The reform should ensure compliance with fiscal targets in 2017 and 2018. Despite the

Weekly Insight: Playing Jeopardy

February 2, 2017

What next for the strong dollar trade? US-Yellen keeps the powder dry Greece-second review of bailout program still up in the air Poland- self-inflict

February 2017 Capital Markets Monitor: Has Godot Arrived?

February 1, 2017

Global corporate earnings are now expected to rebound sharply this year-but policy risk is high Continued expansion of P/E multiples is hard to justif

January 2017 IIF Capital Flows Tracker

February 1, 2017

We estimate that non-resident portfolio flows to emerging markets rose to USD12.3 billion in January EM Asia, LatAm, and EM Europe saw modest portfoli

IIF Dispatch: Update on India

February 1, 2017

Against the backdrop of global uncertainties and last November's demonetization shock, the budget adopts a sensible stance by slightly slowing fiscal

EU Political Risk Update: France Takes the Spotlight

January 31, 2017

Le Pen takes the lead from Fillon in the latest French first-round polls Macron is building momentum and is a serious contender SPD nominates Schulz a

Response to BCBS on Regulatory Treatment of Accounting Provisions

January 31, 2017

The IIF and the GFMA comment on the following BCBS documents: The Discussion Paper on regulatory treatment of accounting provisions The IIF and GFMA p

Poland: Self Inflicted Wounds

January 31, 2017

Real GDP growth slowed to 2.8% in 2016, down from 3.9% a year earlier.' Slowdown in transfers from the EU budget and rising political uncertainty weig

Portfolio Allocation Trends: Reconsidering the Trump Trade

January 31, 2017

Shift back to bonds, emerging markets: ' Global fund investors reassessed the Trump trade in January, which had led to a strong shift out of bonds int

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