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Events
Databanks
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Argentina databank Mar 17 -
Brazil Economics databank Mar 17
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Central America databank Feb 26
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Chile databank Feb 18
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China databank Mar 21
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Colombia databank Mar 5
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Dominican Republic databank Mar 20
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Ecuador databank Feb 20
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Gulf Countries databank Mar 14
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Hungary databank Feb 19
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India databank Feb 25
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Mexico databank Jan 23
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Panama databank Jan 28
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Peru databank Mar 5
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Philippines databank Mar 10
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Poland databank Feb 26
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Russia Economics databank Mar 14
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South Africa databank Mar 7
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Turkey databank Dec 24
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Ukraine databank Mar 6
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Venezuela databank Feb 4
NEWS FLASH
UPCOMING WEBINAR - ECUADOR RUNOFF: SHIFTING VOTES AND THE ROAD AHEAD...
COUNTRY INSIGHTS
XP/IPESPE Poll: Bolsonaro leads, Ciro gains, and Lula lifts Haddad
BRAZIL POLITICS · Report · 08 Jun 2018
The new telephone poll conducted by XP/IPESPE (June 4-6) shows that Jair Bolsonaro (PSL), despite having lost some ground compared to the May poll, is still in the lead in the presidential race in scenarios in which former President Lula (PT) is not a candidate. Bolsonaro’s performance (from 21%...
Finance minister Varga appeared quite relaxed about the weak forint
HUNGARY · In Brief · 08 Jun 2018
Mr. Mihály Varga, who once again bears the title of finance minister (pretty much a different name for the economy minister only) spoke in a rather relaxed mood about the weak forint today, despite the May jump in CPI-inflation (to 2.8% yoy from 2.3% in April), which obviously had a lot to do wit...
Does Xi Jinping control China’s economy?
CHINA ADVISORY · Report · 08 Jun 2018
Xi Jinping is widely viewed as China’s strongest leader since Deng Xiao Ping thirty years ago. He has consolidated control over the Party, rammed home an anti-corruption campaign, and pledged backing for the expansion of the state sector through programs such as “One Belt One Road” and “Made in C...
Until March 2019: From here to eternity
TURKEY · Presentation · 08 Jun 2018
The CBRT’s latest move avoided the worst but more needs to be done as the global backdrop deteriorates for high-CAD, high F/X debt countries such as Turkey. But until Turkey’s election cycle ends, with the March 2019 local elections, substantial corrective policy action is difficult to imagine.
Not until after the 2019 elections?
UKRAINE · Presentation · 08 Jun 2018
The economy is recovering after crisis and war. As external payments continue to rise, there are stumbling blocks to an IMF agreement.
Rough seas ahead
VENEZUELA · Presentation · 08 Jun 2018
Holding fair elections by year-end is on the public agenda again, and civil society is beginning to organize. Current bad policy and bad outcomes point to a full scale debt restructuring on the horizon.
Reviving the economy alongside institutional reform
SOUTH AFRICA · Presentation · 08 Jun 2018
South Africa’s economic growth surprised on the upside during in 4Q 2017, with rising confidence expected to boost investment. But the country faces some chronic and difficult political economy challenges at present.
2018 post-electoral AMLO economic scenario
MEXICO · Presentation · 08 Jun 2018
We see a positive 2018-2019 economic outlook, but it’s unstable afterwards if AMLO wins.
The Indian economy
INDIA · Presentation · 08 Jun 2018
While conventional GDP data shows a certain story, net sales at current prices may tell a different story.
China may impose property taxes soon
CHINA FINANCIAL · Presentation · 08 Jun 2018
The implementation of property taxes could help resolve significant distortions caused by the real estate market in China. But property taxes may not be all that is needed to stabilize the real estate market.
Economics & Political Outlook
COLOMBIA · Presentation · 08 Jun 2018
A new fiscal balance path and questions of growth dominate as the country faces a run-off in the presidential election.
Snapshot of the Brazilian economy
BRAZIL ECONOMICS · Presentation · 08 Jun 2018
Brazil faces no problems of financing the balance of payments, nor is it involved in any geopolitical conflicts or trade embargos. What puts it in the group of nations experiencing the greatest depreciations is its fiscal/political risk.
New Finance Minister
PERU · In Brief · 07 Jun 2018
President Martin Villanueva has just announced that he has chosen Mr. Carlos Oliva as the new Minister of Finance. Mr. Oliva previously worked at this Ministry under Luis Miguel Castilla, who served as Finance Minister in the Humala Regime for three years, and as Vice Minister for the Budget (Hac...
MPC delivers more than expected
TURKEY · Report · 07 Jun 2018
At today's regular meeting, the Monetary Policy Committee hiked the one-week repo rate (policy rate) — and along with it all other rates — by 125 basis points (bps), which was notably higher than the market expectations of around 50 bps. In terms of the content of the statement, the CBRT ackno...
Parliament Dismissed Finance Minister
UKRAINE · In Brief · 07 Jun 2018
Finance Minister Oleksander Danylyuk was dismissed with 254 MP votes. It’s a big loss for the Cabinet, in my view. But probably there was no other way out after public scandal between Prime-Minister and Finance Minister – one of the two had to leave. Oksana Markarova will become acting Minister o...