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Databanks
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Argentina databank Jan 23
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Brazil Economics databank Jan 20
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Central America databank Jan 29
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Chile databank Jan 23
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China databank Mar 21
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Colombia databank Dec 19
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Dominican Republic databank Jan 27
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Ecuador databank Jan 21
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Gulf Countries databank Jan 23
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Hungary databank Jan 23
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India databank Jun 26
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Mexico databank Jan 15
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Panama databank Nov 12
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Peru databank Dec 12
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Philippines databank Jan 8
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Poland databank Nov 3
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Russia Economics databank Jan 16
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South Africa databank Jan 6
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Turkey databank Dec 24
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Ukraine databank Nov 10
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Venezuela databank Jan 7
NEWS FLASH
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COUNTRY INSIGHTS
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...
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...
Politics: Splits and Quakes Reshape 2018
MEXICO · Report · 16 Oct 2017
Margarita Zavala’s announcement October 6 that she was resigning from the PAN to run as an independent may have shaken up the 2018 campaign. As the PAN’s best known presidential hopeful, Zavala was drawing roughly the same support in polls as her main rival within the PAN, party chairman Ricardo...
Political and Economic Update
TURKEY · Report · 15 Oct 2017
As the Turko-American visa ban enters its second week, hopes for a compromise are high, but concrete developments are meager. Ankara continues to implicate the American “Deep State” in the July 2016 coup attempt. Escalation of the conflict is unlikely, but the mutual ban appears here to stay. ...
On the eve of 15 October 2017
VENEZUELA · In Brief · 14 Oct 2017
The importance of these elections comes from its potential effectiveness in heralding change in 2018. For the first time in chavismo’s history, the opposition is visibly ahead and the government has confessed it: Maduro announced that chavismo would win 10 state governorships (currently it contro...
President Zuma's Legal Setback: "The Spy Tape 783 Corruption Cases" back on the Table
SOUTH AFRICA · In Brief · 13 Oct 2017
Today, the Supreme Court of Appeal (SCA) ruled against President and the National Prosecuting Agency (NPA), declaring that the NPA's decision, back in 2007, to drop the charges of corruption and fraud against the then Deputy President of the ANC, Mr Zuma, was irrational, flawed and illegal. The c...
Tensions rise between Maia and Temer
BRAZIL POLITICS · Report · 11 Oct 2017
Furious with the government’s maneuver of emptying the Lower House Floor session to ensure the reading of the report by Rep. Bonifácio de Andrada (PSDB-MG) on the accusation presented by the PGR against President Temer in the Lower House Constitution and Justice Committee, Rodrigo Maia (DEM-RJ) m...