Japan Economics Weekly A closer look at the Tankan The Tankan confirmed that Japanese business conditions deteriorated in Q2, but more importantly that they are likely to improve, albeit only slightly, in Q3. As the initial disruption from the... 5th July 2011 · 1 min read
Europe Economics Update Greek disaster averted, for now at least The fact that the Greek parliament has passed the Government’s medium-term fiscal plan clearly reduces the chances of a near-term disaster, but the country remains in a precarious position. 30th June 2011 · 1 min read
Europe Data Response Euro-zone EC Survey (Jun.) June’s EC business and consumer survey dealt a further blow to hopes that sustained strong growth in the euro-zone’s core economies might help to ease the crisis in the periphery. 30th June 2011 · 1 min read
Japan Data Response Retail Sales (May) & SME Confidence (Jun.) Retail sales have almost recovered to their pre-disaster level, but are unlikely to remain strong. Overall, sales are on a downward trend which is set to continue as unemployment rises and wages fall... 29th June 2011 · 1 min read
China Economics Update The view from the ground - Q2 2011 Businesses feel that demand is slowing while household concerns about inflation have continued to ease. But households are also downbeat about income growth and this seems to be undermining any... 17th June 2011 · 1 min read
Emerging Europe Economics Update Taking stock of Turkey's post-election policy priorities As the dust settles on last weekend’s parliamentary elections, the immediate priority for policymakers will be to cool an economy that is displaying increasing signs of overheating. This will require... 15th June 2011 · 1 min read
Emerging Europe Economics Update What next for the Turkish economy? Victory in the elections held in Turkey yesterday ensures an unprecedented third term for the Justice and Development Party (AKP). But the positive market reaction, including a stockmarket rally and... 14th June 2011 · 1 min read
Latin America Economics Update Humala wins Peruvian presidential election Ollanta Humala, the left-wing candidate, appears to have triumphed in yesterday’s Peruvian presidential election. With investors concerned that he will now set about unpicking market-friendly economic... 6th June 2011 · 1 min read
Japan Data Response Small Business Confidence (May) Japan's smaller firms continue to be hit hard by the fallout from March's earthquake. Business conditions did improve in May relative to April's post-disaster low and are expected to recover further... 30th May 2011 · 1 min read
Europe Data Response Euro-zone EC Survey (May) May’s EC business and consumer survey brought further signs that the economic recovery in the euro-zone is starting to lose steam and hence dented hopes that continued strong growth in the core will... 27th May 2011 · 1 min read
Europe Data Response German Final GDP (Q1) & Ifo Survey (May) May’s Ifo survey suggests that Germany’s impressive economic recovery continued in Q2. But with other surveys weakening recently and the GDP breakdown suggesting that Q1’s sharp rise in activity was... 24th May 2011 · 1 min read
Middle East & North Africa Economics Update What are the implications of expanding the GCC? The Gulf Cooperation Council’s (GCC) decision to invite Jordan and Morocco to join shows the Council’s determination to ensure the political survival of the two remaining (and friendly) Arab... 11th May 2011 · 1 min read
China Economics Update Thaw in US-China relations unlikely to last Today’s economic discussions between China and the US are taking place in an atmosphere of unusual warmth. There are two obvious reasons – the fall in China’s trade surplus and the renminbi’s recent... 9th May 2011 · 1 min read
Latin America Economics Update Brazil's experience suggests that Peruvian equities could rally Peruvian markets have been hammered since Ollanta Humala, the left-wing candidate, won the first round of the Presidential election last month. There are several parallels to Brazil’s experience... 3rd May 2011 · 1 min read
Canada Economics Update Federal election results supportive to economy The Federal election results should be supportive for equity markets, the Canadian dollar and business investment. A pro-business majority Conservative government may also look to forge new bilateral... 3rd May 2011 · 1 min read
Latin America Economics Update Peru: Humala win means markets set for rollercoaster ride It appears that the Presidential election in Peru is heading for a second round of voting between Ollanta Humala and Keiko Fujimori on 5th June. While a victory for Ms. Fujimori would perhaps be the... 11th April 2011 · 1 min read
