Focused thinking: 3 min read
After decades of double-digit growth, China’s macroeconomic slowdown to more sustainable levels continues to be ... [Read more]
June 2018
No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability
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Focused thinking: 1 min read
Owing to the recent dollar move, we revisit the main drivers and forecasts for LatAm ... [Read more]
What are the five key drivers for Latin America FX in H2 2018?
Focused thinking: 2 min read
The first wave of global disinflation came from the globalization of trade. The world is ... [Read more]
Digital disinflation: a powerful force taking off in emerging markets
Focused thinking: 4 min read
Central and Eastern Europe has been a manufacturing hub for the rest of the continent ... [Read more]
From the factory to the lab: Central and Eastern Europe’s innovation push
Focused thinking: 6 min read
As China’s labour-intensive manufacturing industries fan out across the wider region and local firms flex ... [Read more]
ASEAN: One body, many faces
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic ... [Read more]
Higher oil prices drive EM divergence
BRI should deliver an economic win-win for China and the countries it covers; China will ... [Read more]
April 2018
The Belt and Road Initiative: globalization, China style
Four potential events this year could lead to an emerging markets pricing snapback: a US ... [Read more]
Where are the risks in an EM snapback?
In this study, our economists assess the impact of US trade protectionism, centering on China ... [Read more]
Who would bear the brunt of increased US protectionism?
Despite a number of challenging setbacks this year, India looks like it is now positioned ... [Read more]
March 2018
Deleveraging in a political milieu: Asia’s elephant faces a pivotal year