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 Aug 29
-
Brazil Economics databank Aug 18
-
Central America databank Aug 27
-
Chile databank Aug 26
-
China databank Mar 21
-
Colombia databank Aug 1
-
Dominican Republic databank Aug 21
-
Ecuador databank Aug 25
-
Gulf Countries databank Aug 29
-
Hungary databank Aug 19
-
India databank Jun 26
-
Mexico databank Aug 28
-
Panama databank Jul 17
-
Peru databank Aug 14
-
Philippines databank Aug 6
-
Poland databank Jul 16
-
Russia Economics databank Aug 14
-
South Africa databank Aug 21
-
Turkey databank Aug 11
-
Ukraine databank Aug 15
-
Venezuela databank Aug 21
NEWS FLASH
UPCOMING WEBINAR - AND NOW FOR SOMETHING COMPLETELY DIFFERENT: BRAZIL...
COUNTRY INSIGHTS
Is the monetary bet going sour?
ARGENTINA · Report · 20 Oct 2017
Much of market’s attention will be focused on this Sunday’s midterm elections and the likely political implications of the reshuffling in Congress, in particular, the new political balance ahead of the 2018 budget approval or the announced labor and tax reform. The electoral battle in the Provinc...
Chavismo’s electoral machinery in action
VENEZUELA · Report · 20 Oct 2017
The unexpected outcome of the 15 October elections shows that Maduro’s government worked hard to raise chavismo’s political-electoral machinery to a new level and managed to have its base turn out almost entirely (30 percent of the voters) while at the same time hampering the opposition’s turnout...
Political protests: authorities play for time
UKRAINE · In Brief · 20 Oct 2017
My personal opinion – healthcare reform was a sacrifice to prevent revision of political rules of the game. When reformers had been celebrating approval of healthcare legislation, the authorities tried to derail process of implementing political demands. Firstly, the draft law, which cancels MPs ...
Healthcare reform approved
UKRAINE · In Brief · 20 Oct 2017
Yesterday, on October 19 parliament finally approved long-awaited healthcare reform. Frankly, I was skeptical about chances of this badly needed measure but probably protests on the streets sped up the process. Virtually, the reform has been curtailed for some critical features like official co-f...
ABS and Deleveraging in China
CHINA ADVISORY · Report · 19 Oct 2017
• Explosion in ABS. By the end of September, there were 1,129 ABS securities with an outstanding balance of Rmb1.5trn. Encouraged by government policies, we estimate ABS will grow by double digits through 2020. • Fiscal “Band-aid.” The central government has retreated from using fiscal resources...
Fidesz' Main Opposition Is Non-Inflationary Growth
HUNGARY · Forecast · 18 Oct 2017
Six months ahead of the next regular parliamentary election, the governing Fidesz-KDNP alliance remains on course towards an easy victory, with better-than-equal chances for a constitutional majority in the National Assembly. Amidst conditions of rapid wage and employment growth, there is hardly ...
Comments on Xi Jinping’s Speech at the Party Congress
CHINA FINANCIAL · Report · 18 Oct 2017 · 1 response
For all the ink that will be spilled on it I think there was nothing in today’s speech by Xi Jinping that is likely to cause anyone to change his mind about China's economic prospects, nor was there ever likely to be. This was meant to be a political speech and to check all the necessary boxes. ...
President Zuma and His 12th Nuclear Cabinet Reshuffle
SOUTH AFRICA · In Brief · 18 Oct 2017
Yesterday, in a fairly uncermonious manner, and uncharacteristically during day time, President Zuma introduced his 12th Cabinet reshuffle in 8 years. Mostly, he re-arranged his ministers' portfolios, even some who were appointed a mere 6 months back were moved around. He brought an staunch and y...
Political Protests: Interim Results
UKRAINE · In Brief · 18 Oct 2017
Political protests on October 17 have impressed the authorities. The downtown of the city was flooded with police and military. And it looks like police exceeded the number of protesters. The very action was predominantly peaceful except for few minor clashes. Recall the protestors demand (a) ant...
Kirkuk reverts to Baghdad, Kurds in disarray
TURKEY · In Brief · 16 Oct 2017
The disputed Iraqi city of Kirkuk rapidly fell to Iraqi Army, as Kurdish peshmerga forces withdrew after putting up symbolic resistance. It appears that divisions between deceased national hero Mr. Talabani’s Patriotic Union of Kurdistan (PUK) tacitly cooperating with the approaching Iraqi Army, ...
Big Political Action might Reveal Authorities’ Intentions
UKRAINE · In Brief · 16 Oct 2017
Tomorrow, on October 17 there will be a big political action (demonstration) in support of reforms. At least it was advertised as a big one. In fact it will be a critical day for those who still are struggling for changes at the country. Reformation zeal has faded. Elites are returning to “busine...
Week of October 16
BRAZIL POLITICS · Report · 16 Oct 2017
The Lower House CCJ is expected to vote on the accusation against President Temer on Thursday, October 19. Portions of Lúcio Funaro’s plea bargain deal revealed by the press could influence discussions. The Senate decides whether to reverse the STF decision that removed Aécio Neves (PSDB) from h...
Localizing elections
RUSSIA / FSU POLITICS · Report · 16 Oct 2017
The United Russia party won Moscow’s municipal elections with 67% of the seats in all the assemblies. However, in several small assemblies, opposition candidates also won some seats and even won majorities. All interim governors appointed by the Kremlin throughout 2016-2017 won their regional...
Retail Sales
BRAZIL ECONOMICS · Report · 16 Oct 2017
Household consumption continues to be the driving force of the current recovery, and as is logical, its tendency is closely accompanied by real retail sales. In August, however, real retail sales in the restricted sense dipped slightly. We believe this movement is temporary and does not change th...
Economics: GFI Offers Little Hope of Strong GDP
MEXICO · Report · 16 Oct 2017 · 2 responses
Fixed investment has been trending lower this year as both the public and private sectors have scaled back construction expenditures, and spending on machinery and equipment has been lackluster. Machinery and equipment investment are still expanding, but growth rates fail to approach the kind...