Europe Economics Update Will turmoil in Italy spark contagion? The fallout from the latest political turmoil in Italy has so far been contained, with limited impact on other euro-zone countries’ financial markets. There are good reasons to expect this to remain... 30th May 2018 · 1 min read
Middle East & North Africa Economics Update Markets drop as Trump pulls out of Iran’s nuclear deal The US administration’s decision to pull out of the Iran nuclear deal, coming alongside the recent EM sell-off, means that it has been a terrible month for financial markets across the Middle East and... 30th May 2018 · 1 min read
Global Economics Update Six key questions and answers about Italy We have written extensively about political and economic developments in Italy in our Europe and Markets services. (See a list of relevant publications on page 2.) But as the events of the past few... 29th May 2018 · 1 min read
Europe Economics Update Key questions about Italy After the President refused to appoint a eurosceptic finance minister, Italy is heading for a fresh election. Provided that Five Star Movement and the League do not call for a referendum on euro... 29th May 2018 · 1 min read
Latin America Economics Update Duque on course to inherit strengthening economy The victory for centre-right candidate Iván Duque in the first round of Colombia’s presidential election on Sunday was largely expected and, as such, has had little impact on local financial markets... 29th May 2018 · 1 min read
Asia Chart Pack Heightened uncertainty in Malaysia post-election In a massive political upset, the incumbent Barisan Nasional (BN) coalition led by Najib Razak was ousted by a resurgent opposition led by former Prime Minister Mahathir Mohamad in Malaysia’s 14 th... 28th May 2018 · 1 min read
Europe Economics Update A snap election would be good for Spain Spain’s Government is teetering and a snap election is on the cards. Given the rise of populists in Italy, an increase in political uncertainty in Spain seems concerning. But while the situation is... 25th May 2018 · 1 min read
Africa Economics Update Pro-business reform in Africa: Angola stands out Hopes that President Cyril Ramaphosa will reform South Africa’s economy have grabbed the headlines. But reforms are also underway elsewhere; recent pro-business moves in Angola show the most potential... 25th May 2018 · 1 min read
Japan Economics Weekly Will ageing result in a surge in the budget deficit? New projections suggest that social security spending could rise by 8% of GDP by 2040. The government has already increased social security contributions in recent years and there is some scope to... 25th May 2018 · 1 min read
India Economics Update Bankruptcy code finding its feet After a few teething problems in its early stages, India’s new bankruptcy code is now making a significant difference to the speed at which bankruptcy cases are resolved and the amount that creditors... 25th May 2018 · 1 min read
Europe Economics Focus Will Italy’s new government cause a crisis? The policies of the two parties likely to form Italy’s next government have understandably caused concern. In the near term, we actually think that they would provide a modest boost to the economy... 24th May 2018 · 1 min read
Global Economics Focus How will demographics affect the world economy? Slowing population growth and population ageing will weigh heavily on economic growth in the coming decade or two, particularly in Europe and Asia. These forces will be only partly offset by increased... 24th May 2018 · 1 min read
Long Run Focus How will demographics affect the world economy? Slowing population growth and population ageing will weigh heavily on economic growth in the coming decade or two, particularly in Europe and Asia. These forces will be only partly offset by increased... 24th May 2018 · 1 min read
India Chart Pack BJP still in strong position despite Karnataka setback The BJP’s failure to form a coalition despite winning by far the most seats in the Karnataka state election is a setback for the ruling national party, with the main opposition Congress and the local... 23rd May 2018 · 1 min read
Japan Economics Focus Is the Bank of Japan finally winning? On some measures, Japan has been the strongest performing large developed economy over recent years. Growth has been unusually fast, unemployment is at historic lows and wage growth at two-decade... 23rd May 2018 · 1 min read
China Economics Update The end of birth restrictions won’t lift birth rates The State Council is reportedly mulling the removal of all remaining limits on the number of children that Chinese families can have. But the small impact of past steps to dismantle the one-child... 22nd May 2018 · 1 min read
