Asia Chart Pack Political developments take centre stage Political developments have taken central stage over the past month. Election season is underway in India and Indonesia. Investors are optimistic that India’s election will bring about a positive... 29th April 2014 · 1 min read
Emerging Europe Economics Focus The Ukraine crisis and Russia: five key questions With Russia facing further sanctions from the West over its alleged involvement in the turmoil in the east of Ukraine, in this Focus we answer five key questions about the potential economic and... 28th April 2014 · 1 min read
Japan Economics Weekly Can robots help offset adverse demographics? With the working-age population projected to shrink by almost a third by 2050, it has been suggested that robots could be part of the solution to Japan’s demographic challenges and help boost... 21st April 2014 · 1 min read
Emerging Markets Economics Chart Pack Ukraine crisis having limited impact on EMs The crisis in Ukraine has so far had only a small impact on most emerging markets. Although EM equities have fallen in recent days as the crisis has intensified, they have still risen over the past... 17th April 2014 · 1 min read
Europe Economics Update France’s reform effort inches forward Although France’s short-term outlook remains weak, the new French Government’s recent policy announcements provide hope that France is slowly tackling its significant competitiveness problems. 16th April 2014 · 1 min read
Latin America Economics Update Colombia Election Watch – Santos on course for re-election A victory for Juan Manuel Santos in next month’s Colombian presidential election may be welcomed bythe markets, but it is unlikely to herald the beginning of structural reforms. As such, with... 15th April 2014 · 1 min read
Emerging Europe Economics Update Russia’s economy less resilient than commonly perceived The escalation of unrest in the east of Ukraine has thrust the issue of Western sanctions against Russia back onto the agenda. No side would win in a tit-for-tat exchange of sanctions, but by the same... 15th April 2014 · 1 min read
Global Economics Update Russia would be the main casualty of a “gas war” There would be very few winners from any further escalation of the crisis in Ukraine, but Russia still has more to lose in economic and financial terms than the West. In particular, Western European... 14th April 2014 · 1 min read
Emerging Europe Economics Update Fiscal stimulus alone won’t revive Russia’s economy The discussion about how to soften the fallout from the Ukraine crisis on the Russian economy has started to shift towards fiscal stimulus, with key ministers advocating looser fiscal policy earlier... 10th April 2014 · 1 min read
Japan Data Response Machinery Orders (Feb.) Machinery orders fell back sharply in February, and current levels point to broadly stagnant non-residential investment. However, declining spare capacity suggests that capital expenditure should... 10th April 2014 · 1 min read
Africa Economics Focus A look back at Zuma’s first term South Africa’s president, Jacob Zuma, looks set to triumph in next month’s election despite – rather than because of – the performance of the economy during his first term in office. Looking ahead... 9th April 2014 · 1 min read
Emerging Europe Economics Update The economic implications of Ukraine’s IMF deal Unrest in the east of Ukraine has cast the spotlight back onto the political troubles facing the country’s interim government. What happens from here is highly uncertain, but in the meantime the... 8th April 2014 · 1 min read
Emerging Europe Economics Update Hungary opts for another four more years of Orbanomics Prime Minister Orban’s Fidesz party swept to victory in yesterday’s parliamentary election in Hungary and, in the very near term, his premiership is likely to come alongside a strengthening economic... 7th April 2014 · 1 min read
Asia Economics Weekly Is Jokowi the man to get Indonesia back on track? Indonesia’s elections get underway later this month. They come at a crucial time, with the economy stuttering and confidence in the current leadership at a low ebb. The presidential favourite, Joko... 7th April 2014 · 1 min read
Middle East & North Africa Economics Update Algerian elections unlikely to herald major reforms Algerians are set to take to the polls later this month as they vote for their next president. In theory, this could be an opportunity to kick-start much-needed economic reform. But, as we explain in... 3rd April 2014 · 1 min read
China Data Response Manufacturing PMIs (Mar.) Taken at face value, today's PMIs appear to offer conflicting messages. In practice however, their divergence provides useful clues into the state of the manufacturing sector, suggesting that large... 1st April 2014 · 1 min read
