India Economics Weekly India local elections, RBI on hold India’s state election cycle has resumed, with voting now underway in Kerala and Assam, to be followed by Puducherry, Tamil Nadu and West Bengal later in April, with results due on 4th May. These... 10th April 2026 · 3 mins read
Africa Economics Weekly Kenya holds rates, Nigeria insecurity worsening The energy price shock prompted the Central Bank of Kenya to halt its easing cycle this week and, while policymakers sound relatively sanguine, they appear to be underestimating the risks from growing... 10th April 2026 · 7 mins read
China Economics Weekly ASEAN shifting closer to China, EV demand soaring New survey data suggests that China's geopolitical influence among ASEAN economies has increased since last year amid concern over the Trump Administration's tariffs and foreign policies. Meanwhile, a... 10th April 2026 · 8 mins read
Emerging Europe Economics Weekly Orbán’s sternest challenge Hungary’s parliamentary election on Sunday could bring an end to PM Orbán’s 16-year rule and usher in a shift to a more market-friendly and EU-aligned government. But there’s still a lot of... 10th April 2026 · 7 mins read
Global Economics Update The economic consequences of a tax on Hormuz trade A tax on shipping through the Strait of Hormuz would be unlikely to have major near-term implications for global energy markets, trade or wider economic activity. But depending on how it is structured... 9th April 2026 · 4 mins read
Emerging Europe Economics Update The state of play ahead of Hungary’s election The opposition Tisza party heads into Hungary’s election this weekend as the favourite but may still fall short of the two-thirds supermajority needed to deliver deep institutional reform and unlock... 9th April 2026 · 4 mins read
Emerging Europe Economics Update Hungary: election to decide fiscal deficit path We expect Hungary’s budget deficit to widen towards 5.5% of GDP this year on account of pre-election stimulus, continued soft GDP growth and higher debt interest costs. Regardless of the election... 8th April 2026 · 5 mins read
Latin America Economics Update Three key challenges for Peru’s next president While the latest polls suggest that the race for Peru’s presidency remains open, a highly fragmented legislature looks the most likely outcome whoever wins. Navigating a divided congress will be a key... 7th April 2026 · 4 mins read
Asia Economics Update Rebalancing Vietnam’s economy under new leadership Vietnam’s export-led growth model faces a pivotal political moment, with To Lam confirmed today as the country’s next president. His elevation consolidates the Communist Party’s leadership at a time... 7th April 2026 · 3 mins read
Global Economics Chart Pack Global Economics Chart pack - Iran Conflict Edition (April 2026) The impact of the surge in energy prices on the global economy will depend on the extent of any disruption to energy flows, which remains highly uncertain. Europe and Asia are more exposed than the US... 2nd April 2026 · 1 min read
Emerging Europe Economics Update Hungary’s frozen funds hang on a Tisza supermajority A victory for the opposition Tisza party in Hungary’s upcoming election on 12th April could open the door to the institutional reforms required to unlock frozen EU funds. But many of PM Orbán’s... 1st April 2026 · 5 mins read
Global Economics Update What are the potential implications of Houthi Attacks? While the direct effect of renewed strikes on shipping in the Red Sea on aggregate world trade is likely to be limited, the impact on Asian economies that rely more heavily on oil imports from Saudi... 31st March 2026 · 4 mins read
Latin America Economics Update Potential implications of a regime change in Cuba The macroeconomic implications of regime change in Cuba – in whatever form – are likely to remain limited beyond Cuba’s own economy, given that the island does not play a major role on the global... 30th March 2026 · 4 mins read
Europe Economics Weekly Effects of Iran conflict beginning to show up There were clear signs this week that the Iran conflict is causing inflation and inflation expectations to rise in the euro-zone. Next week we expect to learn that headline inflation jumped from 1.9%... 27th March 2026 · 9 mins read
Latin America Economics Weekly Few signs of fuel subsidies, the right on the rise Governments in Latin America, unlike those in other parts of the emerging world, have generally refrained from large fiscal measures to shield households and businesses from higher energy prices... 27th March 2026 · 7 mins read
Middle East & North Africa Economics Weekly Moving towards de-escalation?, Egypt‘s fuel-saving steps The Iran war seemed to be at a tipping point this time last week and recent developments provide, in the words of China’s foreign minister, “a glimmer of hope” that things are moving towards de... 26th March 2026 · 8 mins read
