Focused thinking: 3 min read
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
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Focused thinking: 2 min read
More than 2.5 years on from the Brexit referendum and with the deal being rejected ... [Read more]
How has economic activity in the UK responded to the Brexit vote?
Focused thinking: 8 min podcast
Global Emerging Markets Podcast Series
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)
Focused thinking: 1 min read
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
Focused thinking: 4 min read
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?
Focused thinking: 2 min video
What geopolitical risks are driving global emerging markets?
What is fuelling trade in global emerging markets?
How is technology transforming global emerging markets?
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