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Emerging Markets

Briefings

RGE Analysis

LatAm Focus: Week Ahead (Week of July 26, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

LatAm Focus: Brazil's Central Bank Sees Lower Inflation Risk

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

Asia Week Ahead: Gradual Monetary Tightening to Continue Despite Signs of Slowdown

By Arpitha Bykere, Mikka Pineda, Michael Manetta and Adam Wolfe Jul 22, 2010

LatAm Focus: Brazil Takes Its Next Monetary Step

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 20, 2010

Global Economic Outlook

Global Outlook Update: Q3 2010

By RGE Analysts Jul 19, 2010

LatAm Focus: Week Ahead (Week of July 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 16, 2010

Global Economic Outlook

Singapore: Q3 2010 Outlook

By Arpitha Bykere Jul 15, 2010

LatAm Focus: Inflation Spells Trouble for Argentina

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 15, 2010

Asia Week Ahead: Challenges for DPJ, Rising Inflation and Slowing Industrial Activity

By Adam Wolfe, Mikka Pineda and Arpitha Bykere Jul 15, 2010

LatAm Focus: Inflation Outlook Brightens for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 13, 2010

Global Economic Outlook

Indonesia: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

Global Economic Outlook

Asia/Pacific: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

Global Economic Outlook

South Korea: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

Global Economic Outlook

Malaysia: Q3 2010 Outlook

By Arpitha Bykere Jul 10, 2010

Global Economic Outlook

South Africa: Q3 2010 Outlook

By Kavitha Cherian Jul 10, 2010

Global Economic Outlook

Latin America: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

Global Economic Outlook

Argentina: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

Global Economic Outlook

Chile: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

Global Economic Outlook

Colombia: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

Global Economic Outlook

Mexico: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

Global Economic Outlook

Brazil: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

Venezuela: Q3 2010 Outlook

By Juan Lorenzo Maldonado Jul 10, 2010

Global Economic Outlook

Middle East and North Africa (MENA): Q3 2010 Outlook

By Ayah El Said and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Israel: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

Global Economic Outlook

Maghreb: Q3 2010 Outlook

By Maya Rusinowicz and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Egypt: Q3 2010 Outlook

By Ayah El-Said Jul 10, 2010

Global Economic Outlook

Levant: Q3 2010 Outlook

By Rachel Ziemba, Ayah El Said and Maya Rusinowicz Jul 10, 2010

Global Economic Outlook

Saudi Arabia: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

Global Economic Outlook

India: Q3 2010 Outlook

By Arpitha Bykere Jul 10, 2010

Global Economic Outlook

Taiwan: Q3 2010 Outlook

By Adam Wolfe Jul 10, 2010

Global Economic Outlook

China: Q3 2010 Outlook

By Adam Wolfe and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Peru: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

Asia Week Ahead: Export Outlook Looks Bright for Commodities, Dim for Manufacturers

By Arpitha Bykere, Mikka Pineda and Rachel Ziemba Jul 8, 2010

China Focus: Treading Water or Drowning?

By Adam Wolfe and Rachel Ziemba Jul 7, 2010

LatAm Focus: Week Ahead (Week of July 5, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 2, 2010

Global Economic Outlook

Thailand: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

Global Economic Outlook

Philippines: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jul 1, 2010

LatAm Focus: Brazil Settles Into Slower Growth

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 1, 2010

LatAm Focus: Mexico's Economic Activity Fails to Impress

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 29, 2010

LatAm Focus: Signs of Marginal Deceleration in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 24, 2010

LatAm Focus: Parsing Colombia's New President

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 22, 2010

RGE Strategy View

'Yuan Upmanship': Interpreting China’s FX Regime Change

By Rachel Ziemba, Natalia Gurushina and Arnab Das Jun 20, 2010

LatAm Focus: Week Ahead (Week of June 21, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 18, 2010

Asia Week Ahead: Vulnerabilities to the EU Are Here to Stay

By Arpitha Bykere and Mikka Pineda Jun 17, 2010

LatAm Focus: Peru Shows No Sign of Slowing

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 15, 2010

Asia Week Ahead: Regional Divergences in Growth and Inflation Risks

By Arpitha Bykere and Mikka Pineda Jun 10, 2010

LatAm Focus: Inflation Behaving but Still Under Watch

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 10, 2010

LatAm Focus: Chile and Brazil Growth Heralds Tightening to Come

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 8, 2010

Asia Week Ahead: Signs of Easing Growth Challenge Monetary Policy

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jun 3, 2010

LatAm Focus: Eurozone Jitters Yet to Shake Mexico Consumer Confidence

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 3, 2010

RGE Strategy View

Cross Asset Monthly: EZ Does It! From Mayhem in May, Moderation (at Best) in June

By Arnab Das, Natalia Gurushina, Jennifer Kapila, David Nowakowski, Arun Motianey and Gina Sanchez Jun 1, 2010

Asia Week Ahead: Political Tensions, Easing Growth and Delayed Monetary Tightening

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba May 27, 2010

LatAm Focus: Brazil Leads as Venezuela Lags

By Bertrand Delgado and Juan Lorenzo Maldonado May 27, 2010

LatAm Focus: Eurozone Woes Loom Over Forecasts

By Bertrand Delgado and Juan Lorenzo Maldonado May 25, 2010

LatAm Focus: Domestic Demand Buoys Chile and Peru

By Bertrand Delgado and Juan Lorenzo Maldonado May 18, 2010

LatAm Focus: What's Coming Up? (Week of May 17, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado May 14, 2010

LatAm Focus: Another Sign of Breakneck Growth in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado May 13, 2010

LatAm Focus: Inflation Swells in Brazil, Dwindles in Mexico

By Bertrand Delgado and Juan Lorenzo Maldonado May 11, 2010

Market Turmoil Amid Eurozone Contagion Fears

By Elisa Parisi-Capone, Natalia Gurushina, Gina Sanchez, Tetiana Sears and Christian Menegatti May 6, 2010

LatAm Focus: Revising the Tightening Cycle in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 29, 2010

Global Market Strategy Q2 2010: Emerging Markets

By Natalia Gurushina Apr 28, 2010

LatAm Focus: Hawkish Statements Foreshadow Brazil’s Next Move

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 27, 2010

LatAm Focus: Seasonal Factors Temper Mexico's Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 22, 2010

Explaining Turkey's Jobless Growth Conundrum

By David Rogovic and Murat Vardal Apr 21, 2010

LatAm Focus: Mockus Gains Ground in Colombia Polls

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 20, 2010

LatAm Focus: What's Coming Up? (Week of April 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 16, 2010

LatAm Focus: New Forecast for Brazil After Pleasant Surprises

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 15, 2010

Bullish on Emerging Asia FX Following Singapore’s Revaluation

By Natalia Gurushina and Arpitha Bykere Apr 15, 2010

LatAm Focus: Inflation Outlook Defies Brazil's Central Bank Target

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 13, 2010

Time to Position for Higher Rates in Russia

By Natalia Gurushina Apr 13, 2010

LatAm Focus: What's Coming Up? (Week of April 12, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 9, 2010

LatAm Focus: Blame Perishables for High Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 8, 2010

LatAm Focus: Mexico's Inflation Outlook Dims

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 6, 2010

LatAm: Brazil Inflation Holds Steady as Expectations Waver

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 30, 2010

Time to Take Profit on Long Polish Zloty Positions

By Natalia Gurushina and Mary Stokes Mar 29, 2010

LatAm: What's Coming Up? (Week of March 29, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 26, 2010

LatAm: All Signs Point to April Hike for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 25, 2010

LatAm: Mexico Not Yet Fueling Its Own Engine

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 23, 2010

LatAm: What's Coming Up? (Week of March 22, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 19, 2010

LatAm: Brazil Central Bank Still Won’t Budge

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 18, 2010

LatAm: What's Coming Up? (Week of March 15, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 12, 2010

LatAm: Brazil Strides Forward, Chile Treads with Caution

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 11, 2010

LatAm: Waiting on Hikes and Surveying Quake Damage

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 9, 2010

China: What to Expect from the February Data

By Adam Wolfe and Rachel Ziemba Mar 9, 2010

LatAm: Positive Dynamics Persist but Beware of Cool Breezes from the North

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 4, 2010

LatAm: Never a Dull Moment

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 2, 2010

LatAm: What’s Coming Up? (Week of March 1, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 26, 2010

A Year of Living Divergently: RGE’s 2010 Global Market Strategy Outlook

By Arnab Das, Natalia Gurushina and Jennifer Kapila Feb 26, 2010

Latin America: What's Coming Up?

By Bertrand Delgado and Juan L. Maldonado Feb 19, 2010

China: No Exit

By Adam Wolfe Feb 19, 2010

Latin America: Inflation on the Rise at the Beginning of 2010

By Bertrand Delgado and Juan L. Maldonado Feb 9, 2010

Latin America: What’s Coming Up?

By Bertrand Delgado Feb 8, 2010

The People’s Bank of China and the Road Not Taken

By Adam Wolfe and Rachel Ziemba Jan 25, 2010

Comparing 2010 Growth Forecasts for Major Economies

By Rachel Ziemba, Elisa Parisi-Capone, Christian Menegatti, Arpitha Bykere, Bertrand Delgado and Mikka Pineda Jan 21, 2010

Global Monetary Policy Outlook

The RGE Analyst Team Nov 11, 2009

Are Capital Controls in Fashion Again?

RGE Analyst Team Oct 28, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 7, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

Vulnerabilities in the Emerging World

RGE Analyst Team Feb 4, 2009

Can Russia Avoid a Hard Landing?

Rachel Ziemba Nov 28, 2008

EconoMonitors

Latin America Economonitor

Is Brazil Overheating?

Edward Harrison Jul 27, 2010

Latin America Economonitor

Rule of Law and Security Update

Alejandro Schtulmann Jul 23, 2010

Latin America Economonitor

Chile's Economy - Steady as She Goes

Claus Vistesen Jul 22, 2010

Latin America Economonitor

Brazil: Flying

Walter Molano Jul 22, 2010

Europe EconoMonitor

A Fiscal of Liras

Emre Deliveli Jul 21, 2010

Global Macro EconoMonitor

A Negative Fiscal Multiplier in Brazil

Antonio Carlos Lemgruber Jul 21, 2010

Europe EconoMonitor

Turkey’s (un)Holy Trinity

Emre Deliveli Jul 19, 2010

Latin America Economonitor

Mexico’s July 4th State and Local Elections Results: Analysis and Ramifications

Alejandro Schtulmann Jul 15, 2010

Global Macro EconoMonitor

Is There a Global Economic Slowdown in the Works?

Edward Hugh Jul 14, 2010

Emerging Markets Monitor

The Capital Tsunami Is a Bigger Threat Than the Nuclear Option

Michael Pettis Jul 14, 2010

Daily Digest

Research

Great Power Politics: India’s Absence from Ideological Energy Diplomacy in Central Asia

China and Eurasia Forum Quarterly  Simon Shen Vol. 1 2010

Opinions

Malaysia: Saving the NEM

The Malaysian Insider  Alex Paul Jul 29, 2010

Research

Business Interest Groups in Chinese Politics: The Case of the Oil Companies

Brookings Institute  Erica S. Downs Jul 29, 2010

Opinions

Get to the root of foreign direct investment decline

The Star  Jul 29, 2010

News

Reserve Bank may tighten rates till mid-2011: Credit Agricole

The Economic Times  Jul 29, 2010

News

Government's tall talk on prices since Nov ’09 exposed

The Economic Times  Subodh Varma Jul 29, 2010

News

GM unveils its plan for expansion and growth in Thailand

National News Bureau of Thailand  Nuttaporn Chanchokpong Jul 29, 2010

News

KResearch: Car exports to thrive this year

National News Bureau of Thailand  Boonsong Lipimas Jul 29, 2010

Opinions

India: How to control inflation

The Economic Times  Rajan Bharti Mittal Jul 29, 2010

News

Export growth in Jun 2010 hits record high at 46.3%

National News Bureau of Thailand  Weeranuwat Saengsawang Jul 29, 2010

News

Court issues arrest warrant for Thaksin for evading trial

National News Bureau of Thailand  Weeranuwat Saengsawang Jul 29, 2010

News

Thailand threatens to withdraw from WHC

National News Bureau of Thailand  Sarun Saelee Jul 29, 2010

News

CIC Annual Report for 2009

China Investment Corporation  Jul 29, 2010

News

2010 property market improving

National News Bureau of Thailand  Sarun Saelee Jul 29, 2010

News

Revised cigarette excise tax scheme set

Bangkok Post  Wichit Chaitrong Jul 29, 2010

News

Banks start offering more for deposits

Business Standard  Jul 29, 2010

Opinions

Monetary policy is easy; Financial regulation is hard

Financial Express  Ajay Shah Jul 29, 2010

News

New Zealand, Australia and China’s rise

East Asia Forum  Robert Ayson, Victoria University and Wellington Jul 29, 2010

News

NEDA crafts socio-economic directions

Manila Bulletin  Edu Lopez Jul 29, 2010

News

Government plans tax-exempt peso global bonds

Philippine Star  Iris C. Gonzales Jul 29, 2010

News

Sugar Regulatory Administration endorses hike in retail price of sugar

Philippine Star  Marianne V. Go Jul 29, 2010

News

Mexico's Central Bank Maintains 2010 Economic Growth Forecast at 4% to 5%

Bloomberg  Andres R. Martinez and Jonathan J. Levin Jul 28, 2010

Analysis

Risks Exposure in Islamic Banks: A Case Study of Bank Islam Malaysia Berhad (BIMB)

Social Science Research Network  M. Ishaq Bhatti and Faridah Najuna Misman Jul 29, 2010

Research

ASEAN and Its Security Offspring: Facing New Challenges

Strategic Studies Institute, United States Army War College  Dr. Sheldon W. Simon Sep 19, 2007

Opinions

India: Credit growth to become broad-based

The Hindu Business Line  Subir Gokarn Jul 29, 2010

News

Islamic banking 'on right track' in Malaysia

Arab News  Mushtak Parker Jun 07, 2010

News

Islamic finance set to cross $1 trillion: Moody's

Global Islamic Finance Centre  Ahmad Sanusi Husain June 20, 2010

Opinions

Japan: Why try to rock the boat?

China Post  Jul 29, 2010

Analysis

First Quarter Review of Monetary Policy 2010-11

Reserve Bank of India  D. Subbarao Jul 27, 2010

News

Trade Deficit Worsens in High Value-added Service Industries

Maeil Business Newspaper  Samji Chung Jul 29, 2010

News

Russia to Open $29 Billion Asset Sales to Foreigners

Reuters  Gleb Bryanski Jul 29, 2010

Blogs

Russia’s Privatization: Will the State Relinquish Control?

ft.com/beyondbrics  Neil Buckley Jul 29, 2010

News

Russia to Cut Budget Gap to 2.9% of GDP in 2013, Sell Assets

Bloomberg  Maria Levitov Jul 29, 2010

News

Russia Sells Longest Ruble Bonds since October

Bloomberg  Denis Maternovsky and Artyom Danielyan Jul 29, 2010

News

GCC investors support second Malaysia Global Sukuk launch

Arab News  Mushtak Parker Jun 13, 2010

News

Business Survey Index(BSI) for July 2010

The Bank of Korea  Jul 29, 2010

Opinions

Lee Administration: Shuffling the reshuffle

JoongAng Daily  Jul 29, 2010

News

S Korean manufacturers’ confidence droops

JoongAng Daily  Ho-jeong Lee Jul 30, 2010

News

Small firms not sharing in economic recovery gains

JoongAng Daily  Eun-joo Lee Jul 30, 2010

News

SET index drops 3.81 points

Bangkok Post  Jul 29, 2010

Analysis

SET Index: We may see more speculative fund flows on 2Q10 earnings reports

Kelive.com: Market View  Mayuree Chowvikran Jul 29, 2010

News

S Korea: 2010 trade surplus expected to near $30b

The Korea Herald  Jul 29, 2010

Opinions

Tale of two economies in Korea

The Korea Times  Chang-sup Lee Jul 29, 2010

News

Korean firms need to deal with shifts in demographics - Diego Visconti

The Korea Times  Tae-gyu Kim Jul 29, 2010

News

S Korea: Recovery showing signs of losing steam

The Korea Times  Jae-kyoung Kim Jul 29, 2010

News

PSEi slips on profit taking, slowing US growth

BusinessWorld  Neil Jerome C. Morales Jul 29, 2010

News

Colombia Bond Yields Fall Most in Three Months on Growth, Peso

Bloomberg  Andrea Jaramillo Jul 29, 2010

News

Philippines: Market seen regaining strength in second half

The Philippine Star  Zinnia B. Dela Peña Jul 29, 2010

News

Post-Cheonan dilemma: how to deal with China - Guy Sorman

The Korea Times  Sunny Lee Jul 29, 2010

Analysis

Indonesia: Upgrade expectations

DBS Group Research  Jul 29, 2010

Analysis

Daily Breakfast Spread - July 29, 2010

DBS Group Research  Jul 29, 2010

News

Chile to Sell $1.5 Billion of Bonds in Dollars, Pesos

Business Week  Caroline Hyde and Veronica Navarro Espinosa Jul 29, 2010

News

Philippine peso appreciates as appetite for US dollar dips

Philippine Daily Inquirer  Michelle Remo Jul 29, 2010

News

India looking to the rain gods

The Economist  Jul 27, 2010

News

Singapore construction costs may rise up to 6% next year due to new regulations

Channel News Asia  Jonathan Peeris Jul 29, 2010

Opinions

Lee's chance to steer a new course

Asia Times  Yong Kwon Jul 29, 2010

Analysis

Japan relies on China even as exports slow

J.P. Morgan  Masamichi Adachi Jul 23, 2010

Opinions

India slips Myanmar a nudge and a wink

Asia Times  Sudha Ramachandran Jul 29, 2010

Analysis

India From Managing Recovery to Containing Inflation Pressures

Morgan Stanley  Chetan Ahya Jul 29, 2010

News

Singapore's New Hedge-Fund Regulation Puts City `Back on Map'

Bloomberg  Netty Ismail Jul 29, 2010

News

Drug Hitmen Kidnap Four Mexican Journalists

ABC News  Jul 28, 2010

Analysis

Malaysia Readies Deepwater Oil and Gas Development Drive

IHS Global Insight  Jul 28, 2010

Analysis

SA: Slow Recovery but Headwinds are Rife

Standard Bank  Jul 29, 2010

News

Hungary financial state stable, PM Orbán says

Budapest Business Journal  Jul 29, 2010

News

India Needs Tighter Monetary Policy to Cool Inflation, RBI Official Says

Bloomberg  Kartik Goyal and Tushar Dhara Jul 29, 2010

Analysis

SA: PPI Delivers Upside Surprise

Standard Bank  Shireen Darmalingam Jul 29, 2010

News

SA: Inflation Slowdown Raises Speculation About Rate Cut

allAfrica  Mariam Isa Jul 29, 2010

News

Slovakia will support North-South natural gas connection

The Slovak Spectator  Jul 29, 2010

News

Coalition partners agree on government programme statement

The Slovak Spectator  Jul 29, 2010

Analysis

South Africa: Investment Climate Assessment

The World Bank  July 2010

News

S.Africa state workers strike, threaten mass action

Reuters  Jon Herskovitz Jul 29, 2010

News

Czech govt approves 2010 budget freezes

Reuters  Jul 29, 2010