Emerging Europe Economics Focus Growth clouds start to gather Emerging Europe looks set to expand at its slowest pace since the 2001-02 Turkish financial crisis next year, as the downturn in the euro-zone gathers pace and the external financing environment... 5th September 2008 · 1 min read
Emerging Europe Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Asia Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Global Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Emerging Europe Economics Update Tightening cycle drawing to a close (Aug 08) Interest rates are nearing their peaks across Emerging Europe. Indeed, policymakers in the Czech Republic actually cut interest rates by 25bps earlier this month and seem intent on reducing borrowing... 19th August 2008 · 1 min read
Emerging Europe Chart Pack Growth outlook starts to weaken (Aug 08) The outlook for Emerging Europe has deteriorated in recent months. A combination of weaker growth in the euro-zone and stronger currencies has hit manufacturers, while consumers are facing the twin... 7th August 2008 · 1 min read
Emerging Europe Economics Focus Have record oil prices hit Russian manufacturing? Economic theory suggests that a booming energy sector can often cause a slump in manufacturing output. In Russia’s case, the evidence from recent years is mixed. But even if oil prices do continue to... 29th July 2008 · 1 min read
Emerging Europe Economics Update Further hikes to come in Turkey (Jul 08) All the focus over the coming months will be on Turkey, where we expect policymakers to follow up a likely rate hike this week with further monetary tightening. Elsewhere in the region, while... 15th July 2008 · 1 min read
Emerging Europe Chart Pack Inflation rears its ugly head (Jul 08) The rise in inflation is showing no sign of easing. Headline inflation remains above target in all countries, although price pressures are most acute in the east of the region. Prices are now rising... 10th July 2008 · 1 min read
Emerging Europe Economics Update Central Banks still in tightening mode (Jun 08) 17th June 2008 · 1 min read
Emerging Europe Chart Pack Political uncertainty spooks financial markets (Jun 08) Financial markets in parts of the region have been hit by a fresh wave of investor risk aversion over the past month. In Turkey, a surge in inflation coupled with a deterioration in the political... 13th June 2008 · 1 min read
Emerging Europe Economic Outlook Baltics set for recession, while Russia heats up (Q2 2008) The outlook for the region as a whole remains fairly positive, but the prospects for individual economies have diverged markedly. We think that the structure of capital inflows will play a critical... 10th June 2008 · 1 min read
Emerging Europe Economics Focus Romania: a 21st century manufacturing hub? Romania has the potential to become a regional manufacturing hub, but resistance to reform is likely to prevent it from fulfilling its true potential. Accordingly, a much-needed rebalancing of the... 4th June 2008 · 1 min read
Emerging Europe Chart Pack Fiscal improvement is unsustainable (May 08) The public finances of every country in the region have strengthened considerably over the past few years. But recent developments suggest that this trend may not last for long. Rapid receipts growth... 22nd May 2008 · 1 min read
Emerging Europe Economics Update Further rate hikes in the pipeline (May 08) 19th May 2008 · 1 min read
Emerging Europe Economics Focus Is the improvement in the Czech public finances sustainable? The remarkable improvement in the Czech public finances since the early part of this decade is unlikely to be sustained over the next couple of years. In fact, we think that the fiscal deficit could... 8th May 2008 · 1 min read
