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Events
Databanks
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Argentina databank May 13
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Brazil Economics databank Apr 14
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Central America databank May 1
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank May 12
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank May 16
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank May 12
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Panama databank May 13
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Peru databank Apr 28
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Philippines databank May 8
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Poland databank Apr 29
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Russia Economics databank May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
De-risking and Chinese equities
CHINA ADVISORY · Report · 14 Nov 2022
There is pressure, primarily from the U.S. pension and retirement funds, to “de-risk” by reducing the weight of Chinese equities in overall portfolios. The official China data for September 2022 show net portfolio outflows. Future months are likely to show negative growth as de-risking sentiment ...
First impressions from the Beyoglu terror attack
TURKEY · In Brief · 14 Nov 2022
On Sunday 4 pm, a bomb exploded in the busy entertainment venue, Beyoglu, killing six and injuring 81. The death toll could increase further. The female suspect was apprehended immediately, after which the police conducted broad raids netting about 80 alleged accomplices. The suspect claims she ...
Good news on the budget, bad news on politics
HUNGARY · In Brief · 13 Nov 2022
For short, the good news is that the central government reached a pretty much non-seasonal cash surplus of HUF101bn in October, pulling the ten-month cumulative deficit for this year down to HUF2590bn or an annualised 5.1% of GDP, down from 5.9% of GDP in January-September. The annual cash defici...
Trials and tribulations
TURKEY · Report · 13 Nov 2022
In the most politically charged case of recent years, a judge postponed the trial of CHP Istanbul Mayor Mr. Ekrem Imamoglu to mid-December. He is almost certain to be convicted and banned from holding elected office, but the timing depends on Erdogan. The Imamoglu trial marks yet another step tow...
US holds talks for Armenia and Azerbaijan
RUSSIA / FSU POLITICS · In Brief · 12 Nov 2022
On November 8 the two Caucasus nations met in Washington to try to resolve their border dispute. In the past week there has been shooting across the ceasefire line. The US Secretary of State met with representatives of both countries. Privately US officials recognize that a permanent peace is unl...
Ukrainian troops re-enter Kherson
RUSSIA / FSU POLITICS · In Brief · 11 Nov 2022
On November 11 Russia announced that it had completed its withdrawal to the east of the River Dnipro. Kherson was the only Ukrainian regional capital that Russia managed to seize. Russia held it for almost 9 months. Ukraine's regaining it is significant. Russia blew up the Antonivsky Bridge in th...
The federal budget still in surplus in 10M22
RUSSIA ECONOMICS · In Brief · 11 Nov 2022
The Ministry of Finance preliminary reports that the federal budget was in surplus in 10M22 as revenues exceeded R22.1 trln while expenditures were at R22.0 trln. As the ministry stopped publishing detailed fiscal accounts, including adjustments it makes regularly to initial estimates of the budg...
Webinar replay - Colombia: Easier said than done
COLOMBIA · Report · 11 Nov 2022
Get insight into Colombia's macro economic and political outlook. Visit our calendar page to watch the replay of our webinar, "Colombia: Easier said than done", featuring Juan Carlos Echeverry and Andres Escobar discussing Colombia's politics and governance, monetary policy, and how the country ...
Ukrainian forces entered Kherson
UKRAINE · In Brief · 11 Nov 2022
We have many photos evidencing that Ukrainian forces entered Kherson. Below is the photo of the central square of Kherson with the Ukrainian flag and people gathering with Ukrainian national symbolic. It looks like the main Russian forces indeed have left the west bank of Dnipro river.
GULF WEEKLY: Omani income tax law debated, Empower IPO upsized, Qatar loans $1bn to Egypt
GULF COUNTRIES · Report · 10 Nov 2022
A skimmable summary overlaid with our analysis and links. Headlines: * Gulf leaders attended the COP27 summit in Egypt, and Arab funds pledged $24bn in climate funding. * Saudi Arabia has established a hub to capture up to 9m tonnes of CO2 a year. * The Arabian Drilling IPO traded well, a Ma...
Slide presentation - Colombia: Easier said than done
COLOMBIA · Report · 10 Nov 2022
Access the pdf file of the presentation from the GlobalSource Partners webinar "Colombia: Easier said than done" for insight into Colombia's macro economic and political outlook.
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 10 Nov 2022
Oct 27 President: The President of the European Council Charles Michel and the President of Kazakhstan Kassym-Jomart Tokayev discussed a number of issues during a meeting in Astana and agreed to expand cooperation in the mineral resources sector, the development of a "green" economy and internati...
Russia’s current account surplus widens
RUSSIA ECONOMICS · In Brief · 10 Nov 2022
The CBR reported that in 10M22, the current account surplus reached $215.4 bn and increased by $17.7 bn in October as in 9M22, it was at $197.7 bn. The monthly current account surplus in October was close to its average monthly level in 3Q22 (quarterly $51.2 bn) albeit was lower than average mont...
Ukrainian forces report big progress near Kherson
UKRAINE · In Brief · 10 Nov 2022
Today we have a flow of reports about many villages near Kherson that Ukrainian forces liberated. The most impressive was information that Ukrainian forces entered Tomaryne, a village just 8 km from Beryslav and 14 km from Nova Kahovka. The General Staff is still not rushing to jump in euphoria o...
Lula met with the presidents of the House, Senate, and STF, the Transition PEC was discussed, and Lula said he will start announcing the members of his ministerial team after the COP27
BRAZIL POLITICS · Report · 10 Nov 2022
This was Lula’s first meeting with the heads of the two other branches of government since his election. Lula intends to signal the start of a harmonious relationship between the three branches. Some members of Congress who participated in the meetings gave statements about the total amount of fu...