Canada Economics Update Business confidence slips, but still relatively positive The latest Business Outlook Survey shows that, despite concerns about a potential slowdown in housing, businesses still expect faster economic growth this year. Nevertheless, pressures on production... 3rd April 2017 · 1 min read
Asia Economics Focus Bangladesh: The next Asian Tiger? Bangladesh has been one of the region’s top performing economies in recent years, but it is still someway short of meeting the government’s 8% growth target. If Bangladesh is to replicate the success... 3rd April 2017 · 1 min read
Japan Data Response Tankan (Q1) While today’s Tankan survey showed that business conditions for large manufacturers did not improve as much as most had anticipated, the survey suggests that growth will remain strong for now. What’s... 3rd April 2017 · 1 min read
Latin America Economics Update Ecuador’s election too close to call Opinion polls suggest that the outcome of Ecuador’s presidential election on Sunday is still too close to call. A victory for government candidate Lenin Moreno would mean more of the same leftist... 31st March 2017 · 1 min read
UK Economics Update Brexit Watch: Constructive tone to first exchanges In a jam-packed week of landmark political events the Brexit process got underway with both the EU and the UK seemingly approaching negotiations in a constructive mood. 31st March 2017 · 1 min read
Africa Chart Pack South Africa: President Zuma goes for the nuclear option President Jacob Zuma reshuffled his cabinet on 30th March, sacking Finance Minister Pravin Gordhan and replacing some of his many critics with loyalists. The removal of Mr. Gordhan – who was seen as a... 31st March 2017 · 2 mins read
Africa Economics Update South Africa: Cabinet reshuffle rocks markets Yesterday’s cabinet reshuffle has hit market sentiment towards South Africa. While the move will have an immediate political impact, the negative economic effects may be less significant than some... 31st March 2017 · 1 min read
India Economics Update Lessons from Rajasthan’s reforms Slow progress in liberalising India’s rigid labour market has been one of the biggest disappointments of PM Modi’s term in office so far. However, there are signs of improvement at state level, most... 31st March 2017 · 1 min read
India Economics Update GST a step closer to reality The passage of key legislation through the Lok Sabha marks another important step towards implementation of the Goods and Services Tax (GST). The legislation also provides greater clarity on the exact... 30th March 2017 · 1 min read
Africa Economics Update South Africa: A guide to the latest Zuma-Gordhan struggle In this Update, we provide several scenarios outlining how the political drama sparked by rumours that Finance Minister Pravin Gordhan will be sacked could develop, and what it means for markets. 29th March 2017 · 1 min read
UK Economics Update Key questions following the triggering of Article 50 The triggering of Article 50 today is a political milestone that brings the UK one important step closer to actually leaving the EU. However, this is still an early step in what is set to be a lengthy... 29th March 2017 · 1 min read
Japan Data Response Small Business Confidence (Mar.) The rebound in small business confidence in March largely reflects seasonal patterns and the bigger picture is that the survey points to only modest gains in industrial activity. What’s more, the... 29th March 2017 · 1 min read
Africa Economics Update South Africa: Rumours of cabinet reshuffle rock rand Were Pravin Gordhan to actually be removed, we think that the rand could fall by another 5% against the USD. Even if he receives another stay of execution, economic factors will cause the currency to... 28th March 2017 · 1 min read
UK Economics Update Brexit Watch: Exit bill to prove key point of contention With the Government set to formally notify the EU of the UK’s wish to leave the bloc next week, some preliminary detail has emerged on how the EU will approach negotiations. It is expected to insist... 24th March 2017 · 1 min read
India Chart Pack Demonetisation impact wearing off The latest economic data for India suggest that the most acute impact from the government’s demonetisation measures has now passed. Both the manufacturing and services PMI readings for February came... 23rd March 2017 · 1 min read
China Economics Update Can Carrie Lam solve Hong Kong’s problems? There is little doubt that Carrie Lam, the former head of Hong Kong’s civil service and the candidate preferred by Beijing, will be chosen on Sunday as the city’s next chief executive. But she won’t... 22nd March 2017 · 1 min read
