Asia Economics Update India set to lift rates at the end of January The surge in December wholesale prices, published today, means that it is now a near-certainty that India will tighten monetary policy later this month. A hike in the cash reserve requirement already... 14th January 2010 · 1 min read
Europe Data Response Euro-zone Industrial Production (Nov.) November’s strong gain in euro-zone industrial production suggested that the sector is still coping fairly well with the euro’s strength. But industrial activity still looks unlikely to boost the... 14th January 2010 · 1 min read
UK Housing Market Focus What does the future hold for Scottish house prices? Scotland’s housing market may have shaken off its reputation as an underperformer compared to the UK in recent years, but its longer term outlook is not so promising. Unfavourable demographics and a... 14th January 2010 · 1 min read
UK Data Response UK Industrial Production (Nov.) November’s industrial production figures suggested that, while activity in the manufacturing sector has stabilised after the steep falls of the previous year or two, a return to strong and sustained... 13th January 2010 · 1 min read
Europe Commercial Property Focus Is European commercial property fairly valued? We think that the UK, French and Polish markets seem undervalued by about 10% to 20%, while the Belgian and German markets look to be around fair value. The Finnish, Hungarian, Italian, Spanish and... 13th January 2010 · 1 min read
Emerging Europe Economics Update Region’s banking sector is not yet out of the woods This time last year, banking sectors across Emerging Europe were on the brink of collapse. Financial conditions have since stabilised, but how are the region’s banks likely to fair in 2010? In order... 13th January 2010 · 1 min read
Asia Economics Update Thailand shifts a little towards the exit The Bank of Thailand (BoT) kept its policy rate unchanged at 1.25% today, as expected. The upswing will probably be sluggish, but the BoT did start to prime the markets to expect rates to move up in... 13th January 2010 · 1 min read
Latin America Economics Focus Brazil: primed for take-off or doomed to disappoint? The outlook for Brazil is good – but not as good as many investors now seem to believe. We expect the economic recovery to continue at a decent pace over the coming months. However, growth will... 13th January 2010 · 1 min read
Latin America Economics Update Mexico: Industrial production continues to recover 12th January 2010 · 1 min read
Europe Chart Pack Core inflation pressures still very subdued December’s rise in euro-zone CPI inflation, from 0.5% to 0.9%, left it at a ten-month high. But the increase was due to a further rise in energy inflation, which should soon begin to moderate... 12th January 2010 · 1 min read
China Economics Update China starts to tighten China today hiked the required reserve ratio (RRR) of commercial banks by 50bp. Interest rate hikes will follow but they will be limited by concerns over the durability of the economic recovery. 12th January 2010 · 1 min read
Europe Economics Update Is Portugal the next Greece? Recent suggestions that Portugal may be “the next Greece” overlook the fact that Portugal’s economic and fiscal position is fundamentally healthier. Still, this month’s budget may need to reveal... 12th January 2010 · 1 min read
