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Events
Databanks
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Argentina databank Oct 17
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Brazil Economics databank Sep 15
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Central America databank Sep 30
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Chile databank Sep 25
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China databank Mar 21
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Colombia databank Oct 1
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Dominican Republic databank Sep 25
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Ecuador databank Sep 30
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Gulf Countries databank Oct 17
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Aug 28
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Panama databank Jul 17
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Peru databank Sep 29
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Philippines databank Oct 8
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Poland databank Sep 29
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Russia Economics databank Oct 16
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South Africa databank Oct 3
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Oct 6
NEWS FLASH
UPCOMING WEBINAR - CHILE ELECTION BRIEFING: GOING INTO THE FIRST ROUND...
COUNTRY INSIGHTS
Procter and Gamble gaining in Russia
RUSSIA / FSU POLITICS · In Brief · 02 May 2020
30-50% of Russian economic output has been closed down to coronavirus. Procter and Gamble (P&G) is allowed to continue as normal. It produces coronavirus necessaries. These include Fairy and Tide.P & G has posted some of its best ever results for Q1. Sales are up. People have stocked up. 60% of P...
GULF WEEKLY: Coronavirus slows, Saudi/Qatar fiscal data, Oman/Dubai GRE downgrades
GULF COUNTRIES · Report · 01 May 2020 · 1 response
The weekly is a skimmable summary of key developments by country, overlaid with our analysis, the outlook and links to further information. Headlines include: * Oil rose by about $5 over the week, and the new OPEC+ quotas came into effect today. * Coronavirus growth rates finally began to slo...
Severe Q2 economic contraction expected
DOMINICAN REPUBLIC · Report · 01 May 2020
The number of COVID-19 cases continues to rise. As of last week, more than 6,500 people had been confirmed positive, and nearly 300 had died. The daily number of new infections has declined, which could mean social distancing is working. But it’s early to draw conclusions. The number of daily tes...
China’s “special” stimulus
CHINA ADVISORY · Report · 01 May 2020
China relies less on monetary stimulus through the banks and more on fiscal expansion through targeted investments. Even when it supplies credit to the banks through a monetary expansion, as it is doing currently through various programs, these come with fiscal restrictions – orders from the regu...
GlobalSource Partners' Analyst Webinar Series featuring Juan Carlos Echeverry and Andres Escobar: The depth of recession and the ramp of recovery
COLOMBIA · Report · 01 May 2020
Juan Carlos Echeverry and Andres Escobar discuss Colombia’s macro and fiscal outlook in response to the coronavirus crisis.
GlobalSource Partners' Analyst Webinar Series featuring Lucas de Aragao: The consequences of Sergio Moro's resignation
BRAZIL POLITICS · Report · 01 May 2020
In this call, Lucas de Aragao discussed the political environment in the aftermath of Sergio Moro's resignation, including President Bolsonaro's positioning and support, and the prospects for Brazil's reform agenda.
Russia's vast size shows difficulties containting COVID-19 infections
RUSSIA / FSU POLITICS · In Brief · 01 May 2020
On April 30 Russia's prime minister announced he has coronavirus. Mikhail Mishustin's duties are temporarily being carried out by deputy prime minister Andrei Belousov. Putin has never before appointed someone to do another's duty due to the incumbent's illness.Over 114 000 people have been diagn...
In a nod to the bases, Bolsonaro polarizes regarding the Supreme Court
BRAZIL POLITICS · Report · 30 Apr 2020
Alongside the positive signs made yesterday towards the Federal Supreme Court (STF) with the indications of André Mendonça for the Ministry of Justice and Public Security and José Levi for the Advocacy General of the Union (AGU) – names with good relations in the STF – President Jair Bolsonaro st...
Can South Africa weather the COVID-19 storm?
SOUTH AFRICA · Forecast · 30 Apr 2020
Summary and Assumptions • Emerging Markets: As the COVID19-induced global economic chaos intensifies, there has been an even greater shift of capital from emerging markets to countries considered safer as investors are becoming more risk averse. This, together with the steep contraction in eco...
Inflation Report: Another day in the dialogue of the deaf
TURKEY · Report · 30 Apr 2020
The CBRT has released the year's second Inflation Report today, according to which the Bank cut its year-end inflation forecast from 8.2% to 7.4%, while keeping the 2021 forecast unchanged at 5.4%. The revision is due to downward pressure from lower commodity prices and weak domestic demand condi...
Russia encourages Iran to stand firm against the USA
RUSSIA / FSU POLITICS · In Brief · 30 Apr 2020
On April 29 Moscow said that Iran should not cave in to American provocations. Russia asked Tehran to be cautious and restrained. The United States was slammed for ''aggressive rhetoric''. Iran and the US have argued over the incident on April 15 in which 11 Iranian patrol boats came close to a U...
Ukraine seeks to bring Russia to the International Criminal Court
RUSSIA / FSU POLITICS · In Brief · 29 Apr 2020
On April 21 Ukraine's prosecutor-general launched an investigation into Russian actions in Crimea, Luhansk and Donbass. Kyiv alleges that Russia has committed crimes against humanity in these regions. These are persecution, illegal conscription, show trials, shelling of civilians, kidnapping, inh...
STF blocks Bolsonaro appointee to Federal Police
BRAZIL POLITICS · Report · 29 Apr 2020
The decision of the Minister of the Federal Supreme Court (STF), Alexandre de Moraes, to suspend the appointment of Alexandre Ramagem to the top position at the Federal Police´s (PF) represents a setback for President Jair Bolsonaro, who had chosen him to replace Maurício Valeixo. In a prelim...
Ramadan in the midst of pandemic
INDONESIA · Report · 29 Apr 2020
The fourth week of April 2020 was the start of the month of Ramadan, the fasting month for the people of the Islamic religion. Under normal circumstances, this is the peak of the business cycle for most companies in Indonesia. Two to three months prior to Ramadan, imports usually surge in order f...
China virus check – week ending April 27
CHINA ADVISORY · Report · 29 Apr 2020
Our latest data for economic activity in China shows: 1) A slight decline in coal use in the power industry and a slight decrease in iron ore blast furnace operating rates. 2) Traffic congestion is up significantly but expressway traffic dipped. 3) A big jump in underground metro...