Services

NEWS FLASH

UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: ECONOMIC UPSWINGS AND POL...

Learn More

COUNTRY INSIGHTS

Difficult Days Ahead
BRAZIL ECONOMICS · Report · 05 Aug 2013

Executive Summary The fall of food prices will still reduce inflation for a few weeks, but the pass-through of the weaker exchange rate to consumer prices will soon raise current inflation. Besides this, the government has exhausted its arsenal of actions on the prices of some specific products t...

Political Insights: Week of August 5
BRAZIL POLITICS · Report · 05 Aug 2013

A week of expectations.The government is trying to mend dialogue with its base.A series of meetings between allies and the government are scheduled for this week.In Congress, party leaders in the House and Senate discuss the voting agenda for the next few weeks.A meeting of the national leadershi...

Times They Are a-Changin’
TURKEY · Report · 02 Aug 2013

Executive SummaryThe Gezi Park incident may represent the turning point for the AKP administration. It is facing the severest trials of its 11-year reign, but so far, it has failed to effectively deal with them. After the loss of Egypt, Ankara is also fumbling the ball in Syria. An Arab-Kurdish w...

After the Fiasco
PERU · Report · 01 Aug 2013

Executive SummaryPresident Ollanta Humala is trying to recover lost ground, on the heels of the Repsol fiasco that led to both a loss of business confidence and a weakening of his own approval ratings. So low have the president's ratings fallen that his wife Nadine Heredia, whose name we used to ...

Downside Risks Loom Large
CHINA · Forecast · 01 Aug 2013

Executive Summary Chinese leaders saw this slowdown coming. Shortly before Q2 growth data were released – revealing growth at 7.5% y/y -- Premier Li Keqiang vowed to safeguard “bottom lines.” Yet we may see further slowing in Q3. Some pundits suggest the bottom line might be the 7% target note...

Industrial Production: Slow Recovery in the First Half and Likely Deceleration in the Second
BRAZIL ECONOMICS · Report · 01 Aug 2013

Industrial output in June reversed the 1.8% decline in May, growing by 1.9%, and the rate over the preceding 12 months was 3.1%. However, it must be considered that the seasonal adjustment made by the IBGE does not account for the effect of the Corpus Christi holiday, which usually falls in June ...

An Unnecessary Mess
INDIA · Report · 31 Jul 2013

Executive Summary The government’s defense of the rupee is turning a difficult situation into a mess. This damages the outlook for the rupee, for the Nifty and for the economy. In addition, an unregulated commodity spot exchange (“NSEL”) has suspended trading and promises delayed payments on outs...

Persistence in Labor Market Weakness
SOUTH AFRICA · Report · 30 Jul 2013

Robust and sustainable job creation remains a key economic challenge in South Africa. According to figures released by StatsSA, employment posted a 0.7% quarter-on-quarter increase in the second quarter of 2013, while unemployment rose by 2.6% q/q during the same quarter (Q2 2013). Against this b...

Waiting for the Plan
MEXICO · Report · 30 Jul 2013

Executive Summary Early in the week the United Nation’s Economic Commission for Latin America and the Caribbean (ECLAC) downwardly adjusted its growth estimates for the current year for Mexico (from 3.5% to 2.8%) and for other countries in the region. Combined with the lowered forecast for Brazil...

Energy Reform and Protest
MEXICO · Report · 30 Jul 2013

Executive Summary The path to reforming Mexico’s petroleum sector remains somewhat clouded as the two main opposition parties have staked out diametrically opposed plans, and the PRI has yet to clearly define a proposal of its own. Further complicating matters is the extent to which the PAN remai...

Will Ukraine Fall?
UKRAINE · Report · 30 Jul 2013

Executive SummaryUnprecedented social unrest, coming on atop severe economic problems, could lead to massive investor and capital flight. It’s hard to pinpoint just how or when that might happen -- but we foresee things proceeding along an extremely turbulent path in the runup to the 2015 preside...

Goodbye, “Made in China”
CHINA · Report · 30 Jul 2013

Executive Summary Premier Li Keqiang says he will defend the “bottom line” for China’s economic growth. But what is that? Some suggest it’s the 7% GDP growth target; others that it’s 7.5%. Per the second view, 7.5% was achieved in Q2, and is already the bottom line. A third view is that Li has...

Inflation Report Highlights
TURKEY · Report · 30 Jul 2013

The big change today was the upward revision of the end-2013 inflation forecast to 6.2% (from 5.3% previously), mainly on account of higher oil prices and weaker lira assumptions. The revision is slightly more than our expectation, but still lower than where we think inflation will end up by the ...

Rougher Riding
COLOMBIA · Forecast · 29 Jul 2013

Executive SummaryUnder the government and central bank’s balance of payments outlook for 2013-2017, the current account deficit is expected to peak this year and next at 3.4% of GDP, then fall to below 3% of GDP by 2017. But the capital account surplus is on track to fall from 4.3% this year to 3...

Political Insights: Week of July 29
BRAZIL POLITICS · Report · 29 Jul 2013

Congress resumes activity on Thursday, but voting will begin next week. This week we highlight the economy, with the release of the commercial balance for July, industrial production for June and other indicators. Dilma’s interview Sunday’s Folha newspaper contained a three-page interview with Pr...

Copyright 2024 GlobalSource Partners. All rights reserved.