Africa Economics Update Nigeria: Oil not the only worry Nigeria’s economy has struggled this year, with the most obvious cause being the recent collapse of global oil prices. But this isn’t the only obstacle to faster growth in Sub-Saharan Africa’s largest... 24th August 2015 · 1 min read
China Economics Update “National Team” strategy looking tarnished Sliding share prices over the course of the past week have exposed the limits of the government’s interventions to support the market. Indeed, in going to such lengths to save the market, the... 21st August 2015 · 3 mins read
Europe Economics Weekly Greek election adds to bailout implementation risks Prime Minister Tsipras’ decision to call an election threw the Greek situation back into disarray only hours after he secured Greece’s first bailout payment last week. Tsipras should win, perhaps with... 21st August 2015 · 1 min read
India Chart Pack A missed opportunity The monsoon session of parliament, which concluded last week, has ended up being one of the biggest disappointments of Prime Minister Modi’s tenure so far, with virtually no progress made on pushing... 21st August 2015 · 1 min read
Asia Economics Update Bombings add to Thailand’s economic and political concerns The bombings in Thailand’s capital present a new downside risk to the country’s economic outlook. Not only are the attacks a blow to the important tourism sector, they also add to concerns about... 19th August 2015 · 1 min read
Europe Economics Update Greek bailout approved, but implementation doubtful The German Parliament’s approval of the third Greek bailout should prompt payments allowing Greece to narrowly avoid default yet again. But Grexit risks have not disappeared and are likely to flare up... 19th August 2015 · 1 min read
Latin America Economics Update Colombia: chance of rate hikes growing A sharp fall in its currency, rising inflation and a widening current account deficit have increased the chance that Colombia’s central bank will tighten monetary conditions in the coming quarters... 18th August 2015 · 1 min read
Asia Economics Update Sri Lanka’s elections unlikely to end political uncertainty Financial markets are likely to welcome the re-election of Ranil Wickremasinghe as Sri Lanka’s prime minister. However, with the new prime minister likely to have to govern as part of a coalition... 18th August 2015 · 1 min read
Global Markets Update Rising unit labour costs a danger to the US stock market Weak productivity growth and rising wage inflation are likely to put upward pressure on unit labour costs in the US over the coming year, squeeze profit margins and cap the upside for the stock market... 14th August 2015 · 1 min read
Emerging Europe Economics Update Prospect of fresh elections adds to headaches for Turkey Markets have reacted negatively to news that coalition negotiations between the two largest parties in Turkey have broken down and that fresh elections are now highly likely. While we don’t think... 13th August 2015 · 1 min read
India Economics Update Reform agenda hits another roadblock The ruling BJP's efforts to push through important economic reforms in the monsoon session of parliament, which finishes today, have been largely unsuccessful. Looking ahead, with attention soon... 13th August 2015 · 1 min read
China Data Response Activity & Spending (Jul.) July’s weaker-than-expected activity and spending data will undoubtedly add to speculation that policymakers are trying to engineer a sustained devaluation of the renminbi in order to shore up growth... 12th August 2015 · 1 min read
Europe Economics Update Greek bailout built on fantasy forecasts While Greece appears finally to be on the verge of receiving a third bailout, the extremely optimisticeconomic & fiscal projections underlying the plan suggest that it might not last for very long. 11th August 2015 · 1 min read
Africa Economics Update Ugandan rate hike adds to African tightening cycle The Bank of Uganda’s decision to hike interest rates by another 150bp today was an effort to support the flagging currency. The hike is yet another example of Sub-Saharan Africa’s escalating... 10th August 2015 · 1 min read
Latin America Economics Update Argentina’s primaries put Scioli in the driving seat With most of the votes in Argentina’s primary elections now counted, it appears that Daniel Scioli, of the ruling left-wing Front for Victory coalition, is on course to win the Presidential elections... 10th August 2015 · 1 min read
Asia Economics Weekly Singapore at 50: facing life after the miracle As Singapore celebrates its 50th anniversary since independence on 9th August, it can look back on a half-century in which it achieved enormous economic success. However, the country goes into its... 7th August 2015 · 1 min read
