Japan Economics Update Annual growth of exports positive again by January The continued recovery in Japanese exports in October supports our view that GDP growth will not slow as much in the fourth quarter as most seem to expect. However, a sharp fall in imports last month... 25th November 2009 · 1 min read
Europe Commercial Property Update Commercial property outlook rosier for France than Germany Over the next two years we think that the German economy will deliver slightly stronger growth than France. Even so, we think that the downside risks to French rental values are less, while a higher... 25th November 2009 · 1 min read
Latin America Economics Update Venezuela: Are policymakers seriously considering devaluation? 25th November 2009 · 1 min read
Capital Daily US investors continue to seek out better returns abroad 25th November 2009 · 1 min read
Japan Chart Pack Plenty of life left in this recovery (Nov 09) Japanese equities may be on the defensive, pressured by policy uncertainty, fiscal worries and deflation fears, but the real economy is continuing to recover strongly. We expect GDP growth to surprise... 24th November 2009 · 1 min read
Latin America Economics Update Colombia: Surprise rate cut reflects fragile recovery 24th November 2009 · 1 min read
Asia Economics Update Pakistan is probably finished cutting rates Today’s 50bps policy rate cut by the State Bank of Pakistan was expected but, we believe, is likely to be the last cut in the current cycle. Politics is clearly a wildcard but the economy has... 24th November 2009 · 1 min read
Asia Economic Outlook Decoupling is back (Q4 09) We expect the upswing in emerging Asia to stay relatively strong in coming quarters. The more trade-dependent economies will be held back by the long drawn-out recoveries that are likely in the US and... 24th November 2009 · 1 min read
Asia Economics Update Malaysia rates to stay low Bank Negara, as expected, today kept policy rates unchanged and again indicated that it will keep rates on hold for a prolonged period. The economy is picking up but the upswing is more fragile than... 24th November 2009 · 1 min read
