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Feb 12, 2016
Russia Databank
Feb 8, 2016
Ukraine Databank
Feb 8, 2016
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Feb 4, 2016
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Feb 3, 2016
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ANALYSIS & FORECASTS

SOUTH AFRICA - Special Report 12 Feb 2016
President Zuma’s State of Nation Addresses (SONA) during his second term in office have become synonymous with drama, chaos, insults and political entertainment inside and outside the Parliament. His personal conduct in office, his ruling political party’s support for him, and his government’s performance ...
RUSSIA - Monthly Report 12 Feb 2016
Another drop in oil prices in early 2016 has raised questions about the stability of the Russian economy. In this report we review the potential consequences of a $30/barrel scenario for the general economy, the public sector and the oil & gas industry. In such a scenario another year of recession is ...
RUSSIA - POLITICS Monthly Report 11 Feb 2016
Chechen leader Ramzan Kadyrov has become extremely vocal in demonstrating his support of President Putin and has even directly threatened his political opponents, in the midst of suspicions of his connection to the murder of former deputy prime minister Boris Nemtsov. Kadyrov’s active involvement in ...
CHINA - Quarterly Outlook 09 Feb 2016
Viewed in terms of quarterly data, the weakening growth trend is dissipating. True, real GDP was up just 6.9% in 2015, down 0.5 pps from 2014, and its lowest growth rate for 25 years. But GDP in Q4 was up 6.8% y/y, down only 0.2 pps from Q1, while H2 growth was stable. And the slowdown only began diminishing ...
PHILIPPINES - Quarterly Outlook 08 Feb 2016
The Year of the Monkey finds the world in poor spirits, one eye monitoring the vital signs of its weaker members, the other eye scanning for symptoms of compromised immune systems elsewhere. While the Philippines is not resistant to the malady’s spread, the economy has internal sources of growth to ...
MEXICO - Monthly Report 05 Feb 2016
While economic signals were mixed, economic news in January was overshadowed by a further devaluation of the peso. Until oil prices have clearly bottomed out, we expect the currency to keep weakening. Though these two phenomena are clearly beyond Mexican control, this does not imply that the problem ...
VENEZUELA - Market Brief 05 Feb 2016
On 15 January 2016, BCV published inflation data for the first three quarters of 2015. The Bank reported 108.7 percent in the year to September and 141.5 percent YOY. These results came out below our forecast (157.1 percent for January-September and 197.5 percent YOY.)...
TURKEY - Market Brief 03 Feb 2016
Consumer prices increased by 1.8% in January, broadly in line with expectations, which raised the 12-month rate further to 9.6%, from 8.8% in December, with the increase mainly stemming from administrative price hikes and food prices. More importantly, the 12-month core inflation (I-index) continued ...
CHILE - Monthly Report 02 Feb 2016
January’s global market volatility had strong implications for the Chilean economy. Fortunately, it appears that at least some of the turmoil was an over-reaction. We will know the actual damage to the real economy later this year, when we have data for the first quarter. In November the Monthly Index ...
UKRAINE - Monthly Report 02 Feb 2016
January was a relatively silent month, especially after an intense December, with tax changes and the budget 2016 on agenda. The public was primarily preoccupied with resurgent FX volatility, while politicians have been actively discussing the possibility of early parliamentary elections. In January,
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Feb 19, 2016
Colombia - Central Bank Meeting
Mar 1, 2016
Brazil - COPOM Meeting
Mar 2, 2016
Brazil - COPOM Meeting
Mar 17, 2016
Chile - Central Bank Monetary Policy Decision
Mar 18, 2016
Mexico - Central Bank Monetary Policy Decision
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