Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- NIGERIA
- PANAMA
- PERU
- PHILIPPINES
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank Apr 30
-
Brazil Economics databank Apr 14
-
Central America databank May 1
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank Apr 28
-
Dominican Republic databank Apr 28
-
Ecuador databank Apr 22
-
Gulf Countries databank May 2
-
Hungary databank Apr 22
-
India databank Apr 28
-
Mexico databank Mar 25
-
Panama databank Jan 28
-
Peru databank Apr 28
-
Philippines databank May 8
-
Poland databank Apr 29
-
Russia Economics databank Apr 11
-
South Africa databank May 6
-
Turkey databank Apr 24
-
Ukraine databank Mar 6
-
Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Law on anti-corruption court approved in first reading
UKRAINE · In Brief · 01 Mar 2018
Parliament approved draft law on anti-corruption court in first reading. It’s positive news; however it tells nothing about chances to resume funding from the IMF. The Fund criticized current version of the draft law. In particular, the IMF in its letter on January 11 emphasized that the submitte...
Xi Jinping’s constitutional change….power grab or sign of weakness?
CHINA ADVISORY · In Brief · 28 Feb 2018
The announcement that Xi Jinping will seek an unlimited term as President of China has been widely misinterpreted as the act of a strongman that could lead to a return to the days of Maoism. Instead, we should view the announcement as a sign of weakness – Xi is tightening his political control as...
Stockholm arbitration rules Gazprom to compensate $2.56 billion to Naftogaz
UKRAINE · In Brief · 28 Feb 2018
The Stockholm arbitration court ruled $4.63 billion compensation to Naftogaz for under-payment on natural gas transit, according to Naftogaz statement in social nets. Previously, in December 2017 the Arbitration Institute of the Stockholm Chamber of Commerce obliged Naftogaz to pay Gazprom near $...
December EMAE confirms 2017 GDP growth below 3.0% - No GDP Warrant payment in 2018
ARGENTINA · In Brief · 28 Feb 2018
The INDEC published today the monthly GDP proxy (EMAE) for the month of December 2017, with an annual growth rate of 2.0%y/y. With this result the 12-month-moving growth projection climbed from 2.7% in November to 2.8% for 2017 as a whole. Therefore the preliminary GDP result falls short of the 3...
Fiscal results follow the growth composition: Dynamic exports and investment, and stagnant private consumption
PANAMA · Report · 28 Feb 2018 · 3 responses
The Monthly Index of Economic Activity grew 4.1% during Q4 2017 and 5.2% from January to December compared to the same period in 2016. The main drivers were transportation and communications including canal, ports and air transportation; construction; mining; and water and electricity supply—most...
Chaos and control
VENEZUELA · Report · 28 Feb 2018
The opposition decided to boycott the April 22 presidential election and push for a credible process later in the year. International pressure on the regime is ratcheting up: Venezuela’s neighbors are militarizing their borders—ostensibly to deal with the growing influx of Venezuelan refugees—and...
Banks' Profitability Improved
INDONESIA · Report · 27 Feb 2018
The Indonesian banking industry has shown an interesting development in recent days. In the past few years the banking industry was busy consolidating after a hike in its non-performing loans, but the consolidation has been more than halfway completed. The rise in non-performing loans was due to ...
The recovering economy helps the government candidate
BRAZIL POLITICS · Report · 27 Feb 2018 · 1 response
The headline printed by one of the main newspapers in the country, Estado de São Paulo, is worrisome for the left and for the PSDB: “Economic recovery reaches 62% of industry”. The improved economic environment is one of the critical vectors of the presidential race. Although it may not be suffic...
The presidential race and other weekly topics
BRAZIL POLITICS · Report · 26 Feb 2018
The federal intervention in Rio de Janeiro is still a focal point; this week, General Walter Souza Braga Netto will release a plan of action for the state. President Temer may announce the new Minister of Public Security, a cabinet ministry to be created via provisional measure. In the Lower Hous...
The Year of the Dog begins
CHINA FINANCIAL · Report · 26 Feb 2018 · 1 response
Special points to highlight in this issue: • Wang Qishan was recently appointed to the National People’s Congress. It is very rare for a nominally retired CCP high official to gain a seat in the NPC, so his appointment may be significant. There are rumors that he will soon be appointed the count...
Economics: Not a very bright outlook
MEXICO · Report · 26 Feb 2018
In recent weeks officials have been trying to offer an optimistic take on the economic outlook even while admitting to significant risks (Nafta, US fiscal reform and monetary policy, Mexico elections and related market volatility), but the evidence that has emerged during this period shows a weak...
Politics: Data set from the presidential race
MEXICO · Report · 26 Feb 2018
Now that the presidential nomination phase of this year's electoral contest has concluded, a look back at the sort of campaigning that took place between December 1 and February 11 tells a lot about how each nominee used that period to try to overcome their biggest challenges. José Antonio Mea...
Inflation Trend and Risks Ahead
BRAZIL ECONOMICS · Report · 26 Feb 2018
At this point in time, the Central Bank is probably looking not only at 2018, but also 2019, when it will have to strive for convergence of the interest rate to the “neutral” level. The ideal situation would be for the government to make progress in the reforms – not only in the fiscal field, but...
Oops - a surprising result at an interim local election today
HUNGARY · In Brief · 25 Feb 2018
It was only a few days ago that we published our latest report, saying repeatedly that Fidesz was heading safely towards a big victory at the parliamentary election on April 8. Opinion polls still strongly suggest that outlook, but as it happened, an interim local election held today and followed...
What’s in Our Minds?
TURKEY · Report · 25 Feb 2018
This month’s report arrives in your inboxes in a Q&A format, thanks to several meetings with groups of investors and experts that allowed us to focus on the FAQ, and areas we consider important yet have been missing from the radar. In politics, Turkish Forces and allies are rapidly moving towa...