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IIF Dispatch: Update on French Election

As expected after his clear first round victory, François Fillon beat Alain Juppé in the French Republican primary runoff on November 27 with 66.5%

IIF Weekly Insight: Many Moving Parts

Reassessing the Trump trade Trump's economic team starts to take shape Business stays upbeat China-YI Gang tries to sooth RMB fear Turkey-currency wea

Ukraine: Uneasy Calm

The economy is slowly recovering on the back of growth in consumption and stabilizing inflation. Increasing consumption and lackluster export growth h

November 2016 IIF Capital Flows Tracker

Portfolio outflows largest since "taper tantrum": Non-resident portfolio outflows from EMs are estimated to have been a hefty $24.2 billion in Novembe

The Italian Constitutional Referendum

Italy to vote on reforms to limit the powers of the Senate We think a "No" vote is the most likely outcome PM Renzi likely to resign in the case of a

India: Demonetization Shock

The bold but controversial demonetization initiative is a political gamble and will adversely affect growth over several quarters, but should also hav

IIF Dispatch: Update from Hungary

Our recent trip to Budapest reaffirmed our view that policy framework is becoming increasingly more complicated in Hungary as the authorities are look

Brexit Update: More Complications

Economic resilience is coming to an end. Uncertainty is the only certainty in the Brexit process. Trump p

China Spotlight: Long March to SOE Reform

State-Owned Enterprises (SOEs) remain critical to China's economy. They dominate heavy manufacturing, financial services, utilities, telecom and defen

November/December 2016 Capital Markets Monitor Chartbook: Bond Market Rout-Will it Get Worse?

Cross-asset :'  The unexpected election win for Donald Trump has triggered a bond market selloff and sharp USD rally, with ripple effects around globa

 

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