Disappointing year end data from Brazil carry over into 2016
Jan 12, 2016 22:43 pm UTC| Commentary Economy
Last year ended with unfavourable economic data. Activity indicators continue to post negative prints, surprising on the downside despite being at record lows already. The second year of low growth will remain a hurdle to...
Saudi Arabia assures commitment to Dollar peg
Jan 11, 2016 11:38 am UTC| Commentary
Saudi Arabias monetary authority has sent a message to speculators, who have pushing Real forward lower against Dollar, betting lower oil price and growing fiscal imbalance would push Saudi Arabia to with draw from its...
Jan 11, 2016 09:44 am UTC| Research & Analysis
Moodys Investors Service expects India (Baa3 positive) to remain among the worlds fastest growing major economies in 2016, but believes market trends this year will depend on whether inflation remains under control and...
Fitch: Leverage, Capital Outflows Constrain Policy Space in EM Asia
Jan 08, 2016 01:09 am UTC| Research & Analysis
Fitch Ratings says Emerging Asias (EM Asia) private consumption has remained resilient in the face of weaker external demand. However investment has slowed down more substantially, particularly in the private sector. The...
CBRT’s move towards policy simplification pivotal for TRY in 2016
Jan 07, 2016 15:34 pm UTC| Commentary Central Banks
Underperformance of the lira continued through 2015, triggered by the lack of response by the CBRT. TRY outlook in 2016 will largely depend on the expected monetary policy simplification and normalisation of interest...
South Africa's SARB is a robust anchor but may face more acute challenges
Jan 07, 2016 09:33 am UTC| Commentary Central Banks
The biggest hurdle in front of SARB is lower forex reserve which is just over USD40bn only and ZAR weakness. The weakening of the National Treasury leaves the SARB to lower its interest rates. In general Central...
Slowdown in India’s nominal GDP has caused a stir
Jan 07, 2016 02:59 am UTC| Commentary
Indias Real GDP growth in the first half of FY15/16 (i.e Apr-Sep15) averaged 7.2%, marginally slower than 7.6% in 1H year before. Comparatively nominal growth was down more sharply to 7.4% from 13.5% 1H last year. In the...
Johannesburg in a time of darkness: Ivan Vladislavić’s new memoir reminds us of the city’s fragility
Economist Chris Richardson on an ‘ugly’ inflation result and the coming budget
The Mattei Plan: why Giorgia Meloni is looking to Africa
Labour can afford to be far more ambitious with its economic policies – voters are on board
Sudan: civil war stretches into a second year with no end in sight