skip to main content

Emerging Markets

Featured Content

RGE Analysis

MENA Focus: Impact of the Eurozone Debt Crisis

By Ayah El Said and Rachel Ziemba Jul 26, 2010

RGE Analysis

LatAm Focus: Brazil's Current Account Deficit Widens

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 28, 2010

Emerging Markets: Equities

Turkish Stock Market: ISE-100 Index Reaches All-Time High

Mexico: Economic Profile

How Fast Is Mexico's Economy Recovering?

South Korea: Economic Profile

South Korea Posts Strong Growth in H1 2010: What Downside Risks Loom?

India: Monetary Policy

India Hikes Policy Rates in July: Enough to Stay on the Curve?

Briefings

Indonesia: Domestic Politics

How Will Investors React to Indonesia's New Finance Minister?

Indonesia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues

Peru: Domestic Politics

Andean : Peru : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Peru: The Peruvian Market

Andean : Peru : Latin America : Finance and Banking : Macro View : Markets : Currencies : Derivatives : Equities : Growth Outlook and Business Cycle

Russia: Fiscal Policy

Will Russia's Privatization Plan Really Open Up Access to New Investors?

Russia : Russia and CIS : Europe : Macro View : Fiscal Policy

Argentina: Domestic Politics

Argentina's Elections in 2011: Will the Kirchners Stay in Power?

Argentina : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

South Korea: Real Estate Sector

Will the South Korean Government Intervene to Ensure a Soft Landing in Real Estate?

North East Asia : South Korea : Asia/Pacific : Macro View : Markets : Real Estate Sector

South Korea: External Accounts

Can South Korea Sustain Its Strong Export Momentum in H2 2010?

North East Asia : South Korea : Asia/Pacific : Macro View : External Balance : International Trade and Globalization

Indonesia: Monetary Policy

Indonesia Keeps Policy Rate Unchanged in July: Does the Hawkish Tone Signal Tightening Ahead?

Indonesia : South East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation

South Korea: Economic Profile

South Korea Posts Strong Growth in H1 2010: What Downside Risks Loom?

North East Asia : South Korea : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

China: Economic Profile

Chinese Growth Decelerates in Q2: How Much Will it Slow in 2010?

China : North East Asia : Asia/Pacific : Emerging Markets : Macro View : Growth Outlook and Business Cycle : Sectors and Industries

Russia: Foreign Policy

Can EU-Russia Ties Shift From Energy Focus to Modernization?

Central Asia : Russia : Russia and CIS : Emerging Markets : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks

South Africa: Monetary Policy

South Africa Keeps Rates Unchanged at 6.5% in July

South Africa : Emerging Markets : Middle East and Africa : Macro View : Monetary Policy and Inflation

Sino-Russian Relations

Are China and Russia too Competitive to Cooperate?

China : North East Asia : Russia : Russia and CIS : Asia/Pacific : Emerging Markets : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Oil : Oil and Energy

IMF's Role in Central and Eastern Europe

Hungary's Talks With the IMF and EU Break Down, Rating Downgrade Possible

Baltics : Central Europe : Croatia : Czech Republic : Eurozone : Hungary : Poland : Romania : Serbia : South East Europe : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles

The African Union (AU)

Somalia Crisis Tops Agenda at AU Summit

Egypt : Maghreb : South Africa : Sub-Saharan Africa : Middle East and Africa : Geostrategic and Long Term Issues : Development Challenges : Energy Security and Supply Risks : International Organizations : Terrorism, Civil Strife and Security

Egypt: Monetary Policy and Price Dynamics (Inflation/Deflation)

Egypt's Inflation Edges Upward: Will Phasing Out Energy Subsidies Re-Ignite Pressures?

Egypt : Emerging Markets : Middle East and Africa : Macro View : Monetary Policy and Inflation

Turkey: External Accounts

Turkish Exports: Sluggish Recovery

Turkey : Emerging Markets : Europe : Macro View : Current Account : External Balance : International Trade and Globalization

Brazil: The Brazilian Markets

Brazilian Equities: A Look at the Bovespa

Brazil : Latin America : Macro View : Markets : Currencies : Equities : Growth Outlook and Business Cycle

China: Domestic Politics

Is China Really Cracking Down on Corruption?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

The Renminbi as a Reserve Currency

How Significant Are Chinese Steps Towards Internationalization of the Renminbi?

China : North East Asia : Asia/Pacific : Macro View : Markets : Currencies : Current Account : FX Reserves and Sovereign Wealth

South Korea: Domestic Politics

How Will Increased Tensions in the Korean Peninsula Impact South Korea?

North East Asia : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Thailand: External Sector

Thailand Trade Balance: Are Exports Reviving?

South East Asia : Thailand : Asia/Pacific : Macro View : International Trade and Globalization

China: Monetary Policy

Will Weak Inflation Delay Monetary Policy Normalization in China?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Monetary Policy and Inflation : Money Markets

Russia: Banking Sector

Russian Banking System: Recovery in Lending?

Russia : Russia and CIS : Emerging Markets : Europe : Finance and Banking : Banks and Risk Management

Central and Eastern Europe: Economic Outlook

Uneven Recovery Underway in Central and Eastern Europe

Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Eurozone : Hungary : Poland : Romania : Serbia : Slovakia : South East Europe : Emerging Markets : Europe : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles

Malaysia: Domestic Market

Will Private Consumption Support Malaysian Demand in H2 2010?

Malaysia : South East Asia : Asia/Pacific : Macro View : Labor Markets and Productivity

Argentina: The Argentine Peso

Argentina's Efforts to Re-Enter International Capital Markets

Argentina : Latin America : Macro View : Markets : Currencies : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Taiwan: Ties with China

Will New Trade Agreement with China Boost Taiwan's Growth?

China : North East Asia : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Colombia: Equity Markets

Colombia's Peso Outlook

Andean : Colombia : Latin America : Markets : Currencies

China: The Renminbi

Renminbi Politics: U.S. Keeps Pressure on RMB

China : Hong Kong and Macau : North East Asia : Asia/Pacific : Emerging Markets : Markets : Currencies

Taiwan: Monetary Policy

Taiwanese Inflation Picking Up?

North East Asia : Taiwan : Asia/Pacific : Macro View : Monetary Policy and Inflation

GCC: Equities

GCC Equities: Infected By Global and Domestic Woes

Egypt : Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Maghreb : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Markets : Equities

The Falklands/Malvinas Dispute

Likelihood of Oil in the Falkland Islands

Argentina : United Kingdom : Europe : Latin America : Geostrategic and Long Term Issues : Markets : Foreign Policy and Geostrategic Risks : Oil and Energy

Singapore: Domestic Demand

Forget the Cars: Do May Retail Sales Portend Rising Consumption in Singapore?

Singapore : South East Asia : Asia/Pacific : Macro View : Labor Markets and Productivity

Eastern Europe: Equity Markets

CEE Stock Markets: Stocks Fall on Greek Contagion Concerns

Central Europe : Czech Republic : Hungary : Poland : Romania : Slovakia : South East Europe : Europe : Markets : Equities

Argentina's Debt Default

Argentina's Efforts to Re-Enter International Capital Markets

Argentina : Latin America : Finance and Banking : Markets : Banks and Risk Management : Financial Systems and Regulation : Government Bonds

Singapore: Asset Markets

Will the Singapore Dollar Continue to Strengthen Against the USD in H2 2010?

Singapore : South East Asia : Asia/Pacific : Markets

Thailand: Domestic Politics

Thai Government Charges Thaksin for Deadly Protests

South East Asia : Thailand : Asia/Pacific : Emerging Markets : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

North Korea: Nuclear Program

Could North-South Korea Tensions Lead to War?

China : Japan : North East Asia : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Singapore: External Accounts

Has Export Growth Peaked in Singapore?

Singapore : South East Asia : Asia/Pacific : Macro View : External Balance : International Trade and Globalization

NATO's Future Role

NATO in Afghanistan: Who’s In It for the Long Haul?

Baltics : Benelux : Bulgaria : Canada : Croatia : Czech Republic : Denmark : Eurozone : France : Germany : Greece : Hungary : Italy : Norway : Poland : Portugal : Romania : Spain : Turkey : United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Organizations

Singapore: Economic Profile

Singapore's Q2 GDP Surprises on the Upside: Will Momentum Continue in Q3?

Singapore : South East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

India: Monetary Policy

India Hikes Policy Rates in July: Enough to Stay on the Curve?

India : South Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation

South Korea: The Won (currency)

Will Soft Capital Controls Ease South Korea's Currency Volatility and External Debt?

North East Asia : South Korea : Asia/Pacific : Markets : Currencies

Czech Republic: Monetary Policy

Czech Central Bank Holds Key Rate at All-Time Low of 0.75% in June

Central Europe : Czech Republic : Europe : Macro View : Monetary Policy and Inflation

Syria: Foreign Policy

Syria's External Relations—Will a Bilateral Relationship with the U.S. Be Established?

Lebanon, Syria and Jordan : Middle East and Africa : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

China: Economic Statistics

China’s Leading Indexes: Pointing to a Slowdown?

China : North East Asia : Asia/Pacific : Emerging Markets : Macro View

Turkey: Labor Market

Turkey's Unemployment Rate Slides to 12% in March-May Period

Turkey : Europe : Macro View : Labor Markets and Productivity

Economics of the Olympics and Other Major Sporting Events

Can Economists Predict the World Cup Winner?

Canada : China : North East Asia : South Africa : Asia/Pacific : Latin America : Middle East and Africa : North America : Macro View

India: Labor Market

How Strong Will India's Labor Market Revival Be?

India : South Asia : Asia/Pacific : Macro View : Labor Markets and Productivity

China: Manufacturing and Industrial Production

China's New Fuel Price Mechanism: Supporting Refiners?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Markets : Growth Outlook and Business Cycle : Natural Gas : Oil : Oil and Energy : Sectors and Industries

Euro Adoption Path for EU Newcomers

Estonia's 2011 Eurozone Entry Triggers Ratings Upgrade

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Frontier Markets : Macro View

EU Enlargement Process

EU Opens Membership Talks with Iceland

Croatia : Iceland : Nordics : Serbia : South East Europe : Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Brazil: Energy Sector

Petrobras's Financing and Spending Plans

Brazil : Emerging Markets : Latin America : Markets : Natural Gas : Oil : Oil and Energy

Turkey: Fiscal Policy

Turkey: Government Delays Approval of Fiscal Rule

Turkey : Emerging Markets : Europe : Macro View : Fiscal Policy

Israeli-Palestinian Conflict

Israel Relaxes the Gaza Blockade—Hope for Progress?

Iran : Israel : Lebanon, Syria and Jordan : Middle East and Africa : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

China: Corporate Finance

Chinese Corporate Bond Market Looks Offshore

Finance and Banking : Corporate Bonds and Leveraged Loans : Corporate Finance : Hedge Funds and Private Equity : China : North East Asia : Asia/Pacific

Turkey and Geopolitical Energy Issues

Turkey at an Energy Crossroads: Turkish-Azerbaijani Gas Deal Fuels Hopes in the EU

Turkey : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Oil and Energy : Sectors and Industries

Turkey: Foreign Policy

Turkey's EU Accession Path: Still on Track?

Central Asia : Russia and CIS : Turkey : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

India: External Accounts

Is India's Trade Deficit Set to Widen in 2010?

India : South Asia : Asia/Pacific : Macro View : External Balance : International Trade and Globalization

China: Labor Market

How Big a Problem Is Labor Strife in China?

China : North East Asia : Asia/Pacific : Emerging Markets : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity

Central Europe: Auto Sector

Auto Production in 'Detroit of Europe': Bright Future?

Central Europe : Czech Republic : Hungary : Poland : Slovakia : Europe : Macro View : Sectors and Industries

Singapore: Manufacturing Sector

Singapore's June IP Growth at Slowest Pace in Four Months: Has Industrial Production Peaked?

Singapore : South East Asia : Asia/Pacific : Macro View : Sectors and Industries

China: FX Reserves

Chinese Reserve Growth Eases as Capital Outflows Balance Trade-Related Inflows

China : North East Asia : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth

Indonesia: Asset Markets

Indonesia's Debt Market Trends: An Interplay of Ratings Upgrade, Capital Controls and Global Volatility?

Indonesia : South East Asia : Asia/Pacific : Markets : Currencies : Equities

Indonesia: Manufacturing and Investment

Is Indonesia Becoming More Attractive to Investors?

Indonesia : South East Asia : Asia/Pacific : Emerging Markets : Macro View : Capital Flows, FDIs, Capital Controls : External Balance : Growth Outlook and Business Cycle

Indonesia: Fiscal Policy

Will Indonesia Maintain High Fiscal Expenditure?

Indonesia : South East Asia : Asia/Pacific : Macro View : Fiscal Policy

Indonesia: External Accounts

Indonesia’s Exports Expand 42.56% in April: Is the Strong Momentum Sustainable?

Indonesia : South East Asia : Asia/Pacific : Macro View : External Balance : International Trade and Globalization

Indonesia: Banking Sector

Is Credit Growth Still Subdued in Indonesia?

Indonesia : South East Asia : Asia/Pacific : Finance and Banking

Indonesia: Economic Profile

Indonesia’s Economy Expands 5.7% in Q1: Will Growth Continue to Speed Up in 2010?

Indonesia : South East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

The South African Rand (ZAR)

Will the South African Rand (ZAR) Remain Strong Through 2010?

South Africa : Middle East and Africa : Markets : Currencies

Singapore: Monetary Policy

Will Singapore Further Tighten Monetary Policy in October?

Singapore : South East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation

Middle East: Economic Profile

Levant Real Estate: A New Property Bubble?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Thailand: The Thailand Baht (currency)

Will the Thai Baht Resume Appreciating Once Civil Strife Ceases?

South East Asia : Thailand : Asia/Pacific : Markets : Currencies

Israel: Economic Profile

Israeli Growth Slows in Q1: How Strong in 2010?

Israel : Advanced Economies : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

Malaysia: Manufacturing and Investment

May Industrial Production In Malaysia: What Slowdown?

Malaysia : South East Asia : Asia/Pacific : Macro View : Sectors and Industries

Malaysia: Monetary Policy

Malaysia: June CPI Inflation Picks Up But For How Long?

Malaysia : South East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation

Malaysia: Economic Profile

After the Tightening: Where is Malaysia's Economy Headed in H2?

Malaysia : South East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Copper Markets

Energy Crisis in Chile: Impacts on Copper Production and on Inflation

Chile : Latin America : Markets : Base Metals : Other Commodities

South Korea: Manufacturing and Corporate Sector

Do Risks Still Persist in South Korea’s Corporate Sector?

North East Asia : South Korea : Asia/Pacific : Finance and Banking : Macro View : Corporate Finance

Mexico: Domestic Politics

Swine Flu Epidemic: Impact on Mexico's Economy

Mexico : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

South Korea: Financial Sector

Will South Korea’s Banking Sector Remain Stable in 2010?

North East Asia : South Korea : Asia/Pacific : Finance and Banking : Banks and Risk Management

China: Fiscal Policy

Crouching Local Debts, Hidden Risks: How Exposed Are China's Banks?

China : North East Asia : Asia/Pacific : Macro View : Markets : Fiscal Policy : Government Bonds

Philippines: Domestic Politics

New Philippines President Seeks to Secure Working Legislative Majority

Philippines : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

South Korea: Monetary Policy

Will Inflation Risks in South Korea Pick Up in H2 2010?

North East Asia : South Korea : Asia/Pacific : Macro View : Monetary Policy and Inflation

South Korea: Labor Market

South Korea’s Unemployment Rate Climbs: Is the Labor Market Recovering?

North East Asia : South Korea : Asia/Pacific : Macro View : Labor Markets and Productivity

South Korea: Fiscal Policy

South Korea’s Sovereign Debt Continues to Increase: Is the Fiscal Condition Becoming Unsustainable?

North East Asia : South Korea : Asia/Pacific : Macro View : Fiscal Policy

Thailand: Economic Profile

Effects of the Eurozone Crisis on Thailand

South East Asia : Thailand : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

China: Credit Markets

Crouching Local Debts, Hidden Risks: How Exposed Are China's Banks?

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance : Government Bonds : Money Markets

Emerging Markets: Economic Profile

Will the 2010 World Cup Stimulate Growth in South Africa?

Andean : Brazil : China : Colombia : Mexico : North East Asia : Peru : Russia : Russia and CIS : South Africa : South East Asia : Taiwan : Asia/Pacific : Emerging Markets : Latin America : Middle East and Africa : Markets

Hungary: Fiscal Policy

Hungary's Bank Tax Meets Resistance

Central Europe : Hungary : Emerging Markets : Europe : Macro View : Fiscal Policy

Venezuela: Energy Sector

Where Do Foreign Oil Companies Stand in Venezuela?

Venezuela : Latin America : Geostrategic and Long Term Issues : Markets : Foreign Policy and Geostrategic Risks : Natural Gas : Oil : Oil and Energy

China: Foreign Policy

China Worries Japan by Flexing Its Muscles in the Pacific

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Saudi Arabia: Fiscal Policy

Saudi Fiscal Stance: Record 2010 Budget

Saudi Arabia : Middle East and Africa : Macro View : Fiscal Policy

Saudi Arabia: Energy Sector

China-Saudi Arabia Energy Ties On the Rise

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil and Energy

Eastern Europe: Banking Sector

Eurozone Debt Crisis: Spillover Effects to CEE?

Czech Republic : Hungary : Poland : Romania : Serbia : Slovakia : South East Europe : Europe : Finance and Banking : Banks and Risk Management : Bulgaria : Central Europe : Croatia

Saudi Arabia: Reserves and Sovereign Wealth

Saudi Arabia Now Adding to its Savings Again?

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Macro View : FX Reserves and Sovereign Wealth

Saudi Arabia: Monetary Stance and Price Dynamics (Inflation/Deflation)

Lingering Inflation in Saudi Arabia?

Gulf Cooperation Council : Saudi Arabia : Frontier Markets : Middle East and Africa : Macro View : Monetary Policy and Inflation

Philippines: Investment

Philippine Foreign Equity Ownership Regulations Remain Strong

Philippines : South East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Asia's Natural Disaster Preparation

Will China's Emergency Response to Qinghai Quake Be Effective?

China : North East Asia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources : Diseases and Natural Disasters

Israel: Monetary Policy

Bank of Israel Raises Interest Rates to 1.75%: More to Come?

Israel : Middle East and Africa : Macro View : Monetary Policy and Inflation

China: Property Market

Chinese Property Prices Declined in June: The Start of a Crash?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential

GCC: Corporate Sector

GCC Corporate Governance: Another Pre-Requisite for Long Term Growth?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : United Arab Emirates : Middle East and Africa : Macro View : Sectors and Industries

China: Energy Sector

How Robust Is China's Energy Consumption?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Natural Gas : Oil and Energy

U.S.-China Relations

Will China Keep Buying U.S. Assets?

China : North East Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Trade and Globalization

China: Consumption

Chinese Auto Sales Continue to Slow: Oversupplied?

China : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Philippines: Demographics

Philippine Population Boom: A Ticking Economic Time Bomb?

Philippines : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Political Risk in Eastern Europe

Bulgaria and Romania: EU’s Annual Report Notes Mixed Results in Fighting Corruption

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : Russia and CIS : South East Europe : Ukraine : Emerging Markets : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Syria: Economic Profile

Syria Banking Sector: In Need of More Reform?

Lebanon, Syria and Jordan : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

China: Banking Sector

Does Chinese Bank Lending Pose Future Risks?

China : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles

Russia and the CIS Countries

Kyrgyzstan Approves New Constitution Paving Way for Parliamentary Elections

Russia : Russia and CIS : Europe : Geostrategic and Long Term Issues

Nuclear Weapons Proliferation

Did the 2010 Nuclear Non Proliferation Treaty Review Conference Live Up to Expectations?

Egypt : United States : Middle East and Africa : North America : Geostrategic and Long Term Issues : Nuclear Proliferation : Terrorism, Civil Strife and Security

Jordan: Economic Profile

Jordan's Economic Prospects: How Strong Will the Recovery Be in 2010?

Lebanon, Syria and Jordan : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

India: Domestic Politics

Maoists Strike Hard in India

India : South Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Russia: Trade and External Balance

Russia's Current Account Surplus Narrowing Again?

Russia : Russia and CIS : Europe : Geostrategic and Long Term Issues : Macro View : Current Account : Energy Security and Supply Risks : External Balance : International Trade and Globalization

Copenhagen Climate Change Summit

Roadblocks Remain for Climate Financing

China : North East Asia : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources

Venezuela: Domestic Politics

Are Political Freedoms Deteriorating in Venezuela?

Venezuela : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

China: Social Safety Net

How Will China Finance Its Extended Health-Care Coverage?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Development Challenges : Labor Markets and Productivity

Russia: Domestic Politics

Will Russia's Privatization Plan Really Open Up Access to New Investors?

Russia : Russia and CIS : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Eastern European Public Finances

Eastern Europe: Weakening Public Finances

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Macro View : Fiscal Policy

Russia: Monetary Policy

Will the Drought Boost Russian Inflation?

Russia : Russia and CIS : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation

Peru: Economic Profile

What Is Peru's GDP Growth Outlook for 2010?

Andean : Peru : Latin America : Macro View : Growth Outlook and Business Cycle

Thailand: Fiscal Policy

How Much Money Will the Thai Government Borrow?

South East Asia : Thailand : Asia/Pacific : Macro View : Fiscal Policy

Middle East: Domestic Politics of Arab States

Bahrain's Shia Population: Still Disenfranchised?

Egypt : Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Maghreb : Middle East and Africa : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

South Africa: Labor Markets

South African Unemployment Rears its Ugly Head

South Africa : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity

South Africa: External Balance

South Africa’s Trade Balance

South Africa : Middle East and Africa : Macro View : Current Account : External Balance

Chile: The Chilean Peso (currency)

Santiago Stock Exchange and the IPSA Index

Chile : Latin America : Markets : Currencies

Hungary: Economic Profile

FX-Denominated Lending in Eastern Europe: Strong Swiss Franc Creates Anxiety

Central Europe : Hungary : Europe : Macro View : Growth Outlook and Business Cycle

Venezuela: Economic Profile

Is Venezuela Heading Toward a Deep Recession?

Venezuela : Latin America : Macro View : Growth Outlook and Business Cycle

Ecuador: Economic Profile

How Is Ecuador’s Political Situation Affecting Its Economic Performance?

Andean : Ecuador : Latin America : Macro View : Growth Outlook and Business Cycle

India: Energy Sector

Is India's Gradual Subsidy Reform a Positive for Fiscal and Economic Policies?

India : South Asia : Asia/Pacific : Markets : Energy Security and Supply Risks : Oil and Energy : Sectors and Industries

Brazil: Domestic Politics

Pre-Election Buzz in Brazil

Brazil : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

GCC Financial Centers

Exchange Consolidation on the Way in the UAE?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Finance and Banking

Saudi Arabia: Financial Sector

How Strong is the Saudi Financial Sector?

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation

International Reserves and Private Deposits in Argentina

International Reserves, Private Deposits and the Argentine Peso

Argentina : Latin America : Finance and Banking : Asset Management and Portfolio Choice : Banks and Risk Management : Financial Systems and Regulation

Russia: Real Estate Sector

How Healthy Is Russia's Property Market?

Russia : Russia and CIS : Europe : Macro View : Markets : Commercial : Real Estate Sector : Residential

Mexico: The Mexican Peso (currency)

Where Is the Mexican Peso Going?

Mexico : Emerging Markets : Latin America : Macro View : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Russia: Consumption

Is Russian Consumption Coming Back?

Eurozone : Russia : Russia and CIS : Europe : Geostrategic and Long Term Issues : Macro View : External Balance : Growth Outlook and Business Cycle

Taiwan: The New Taiwan Dollar

Will Capital Outflows Take Appreciation Pressure off the Taiwan Dollar?

North East Asia : Taiwan : Asia/Pacific : Markets : Currencies

Biofuel

Greening Transport: Can Biofuels Challenge U.S. Oil Dependence?

Brazil : China : North East Asia : United States : Asia/Pacific : Latin America : North America : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources

Thailand: Monetary Policy

Political Instability Keeps Bank of Thailand on Hold

South East Asia : Thailand : Asia/Pacific : Emerging Markets : Macro View : Monetary Policy and Inflation

African Growth Slows Amid Global Slowdown

Europe's Debt Crisis Impacts Sub-Saharan African Economies in 2010

South Africa : Sub-Saharan Africa : Frontier Markets : Middle East and Africa : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles

China: Investment in Africa

Africa: China's New Economic Frontier?

China : Sub-Saharan Africa : Middle East and Africa : Geostrategic and Long Term Issues : Development Challenges : Foreign Policy and Geostrategic Risks : International Trade and Globalization : Oil : Oil and Energy

Taiwan: External Accounts

Is Taiwan's Export Recovery Sustainable?

Taiwan : Asia/Pacific : Macro View : International Trade and Globalization

China: Export Sector

Chinese Exports Surge: How Sustainable?

China : North East Asia : Asia/Pacific : Emerging Markets : Macro View : Current Account : External Balance : International Trade and Globalization

Czech Republic: Economic Profile

Czech Banks Weather Global Turmoil: Is The Future As Bright?

Central Europe : Czech Republic : Emerging Markets : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle

China: Defense and Security Policy

Shanghai Cooperation Organization Rules Out Membership for Iran

China : North East Asia : Pacific : South Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Poland: Fiscal Policy

Poland's Deteriorating Fiscal Position

Central Europe : Poland : Europe : Macro View : Fiscal Policy

Russia: Energy Sector

Will Changes in Russian Oil Taxes Affect Production?

Central Asia : Russia : Russia and CIS : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil and Energy

China: Equity Markets

Can Chinese Equities Exit the Bear Market?

China : North East Asia : Asia/Pacific : Emerging Markets : Markets : Equities

Turkey and EU Accession

Is Turkey Moving Away from the West?

Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

The Group of Eight (G8)

G7 Ministers Focus on Financial Reform, Not Currencies

Canada : France : Germany : Italy : Japan : North East Asia : Russia : Russia and CIS : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View

China: Sectors

Chinese Shipbuilders and Shippers Benefiting From Government Support

China : North East Asia : Asia/Pacific : Macro View : Sectors and Industries

Russia: Economic Profile

Strong H1 Growth for Russia, Deceleration Thereafter?

Russia : Emerging Markets : Europe : Macro View : Growth Outlook and Business Cycle

South Africa: Manufacturing Sector

South African Manufacturing Sector: Sticky Slope Ahead?

South Africa : Middle East and Africa : Macro View : Sectors and Industries

Islamic Finance

Will the New Islamic Derivatives Standard Provide More Scope for Islamic Risk Management?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : South East Asia : United Arab Emirates : Asia/Pacific : Middle East and Africa : Finance and Banking : Markets : Asset Management and Portfolio Choice : Banks and Risk Management : Derivatives : Securitization and Structured Finance

Turkey: Economic Profile

Turkey Macro View: Strong Double-Digit GDP Growth in Q1 2010

Turkey : Emerging Markets : Europe : Macro View : Growth Outlook and Business Cycle

Turkey: Monetary Policy

Turkey: Central Bank Revises Down Inflation Forecasts for 2010 and 2011

Turkey : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation

Chile: Economic Profile

Chile's Economic Activity: How Strong Will the Recovery Be?

Chile : Latin America : Macro View : Growth Outlook and Business Cycle

The Evolving OAS

Will the Obama Administration Improve U.S.-Latin American Relations?

Andean : Argentina : Bolivia : Brazil : Canada : Chile : Colombia : Ecuador : Mexico : Peru : Uruguay : Venezuela : Latin America : North America : Geostrategic and Long Term Issues : International Organizations

Taiwan: Economic Profile

What’s the Outlook for Taiwan in 2010?

North East Asia : Taiwan : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Poland: Economic Profile

Poland Macro View: Growth Likely to Have Picked Up in Q2 2010

Central Europe : Poland : Emerging Markets : Europe : Macro View : Fiscal Policy : Growth Outlook and Business Cycle

Singapore: Fiscal Policy

Will Singapore’s FY2010 Budget Boost Long Term Growth and Productivity?

Singapore : South East Asia : Asia/Pacific : Macro View : Fiscal Policy

Poland: Monetary Policy

Polish Monetary Policy: Are Rate Hikes Back on the Table?

Central Europe : Poland : Europe : Macro View : Monetary Policy and Inflation

Philippines: Labor Market

Will Remittances to the Philippines Keep Rising?

Philippines : South East Asia : Asia/Pacific : Macro View : Labor Markets and Productivity

India: Manufacturing and Corporate Sector

India's Industrial Production Easing: Will Strong Domestic Demand Provide a Cushion?

India : South Asia : Asia/Pacific : Macro View

India: Economic Profile

What's Driving India's Strong Growth Momentum: Domestic Demand or Capital Inflows?

India : South Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Brazil: Current Account

What Is the Path of Brazil's External Accounts and Debt Dynamics?

Brazil : Emerging Markets : Latin America : Macro View : Current Account : External Balance

Uruguay: Domestic Politics

Uruguay's New Government: Is There Continuity?

Uruguay : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Eastern European Energy Security

Russian Energy Transit to Europe: Gas Flows Resume as Belarus and Russia Settle Debt Row

Bulgaria : Central Asia : Central Europe : Eurozone : Finland : Russia : Russia and CIS : Serbia : South East Europe : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Natural Gas : Oil and Energy

South Africa: Economic Profile

South Africa Registers Strong Growth in Q1 2010

South Africa : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

India: Foreign Policy

Will India Pass Bill to Expand Use of U.S. Civilian Nuclear Deal?

India : South Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Philippines: Philippine Peso

Will the Philippines' Balance of Payments Fall Into Deficit?

Philippines : South East Asia : Asia/Pacific : Markets : Currencies

Turkey: Economic Risks and Strengths

Turkey: On the Way to Investment Grade?

Turkey : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles

Taiwan: Domestic Consumption

Will Taiwan's Unemployment Rate Keep Falling?

North East Asia : Taiwan : Asia/Pacific : Macro View

Turkey: Domestic Politics and Political Risk

Turkey: Support for Ruling AKP is on the Decline

Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

South Africa: Fiscal Policy

South Africa Budget 2010: Perfect Balance?

South Africa : Middle East and Africa : Macro View : Fiscal Policy

Russia: The Ruble

Capital Controls for Russia?

Russia : Russia and CIS : Europe : Macro View : Markets : Currencies : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

South Africa Electricity Dilemma

Energy Risks Hampering Growth in Sub-Saharan Africa

South Africa : Middle East and Africa : Macro View

Malaysia: External Account

Is Malaysia Failing to Attract FDI?

Malaysia : South East Asia : Asia/Pacific : Emerging Markets : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance : International Trade and Globalization

China Investment Corporation

What Do We Know About the Strategy of the China Investment Corporation?

China : North East Asia : Asia/Pacific : Macro View : Markets : FX Reserves and Sovereign Wealth : Oil and Energy

Eastern European Currencies

Eurozone Debt Crisis: Spillover Effects to CEE?

Central Europe : Czech Republic : Hungary : Poland : Romania : South East Europe : Europe : Markets : Currencies

China: Trade Politics

Chinese Exports Surge: How Sustainable?

Foreign Policy and Geostrategic Risks : International Trade and Globalization : China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View

Colombia: Economic Profile

Tensions Are Increasing in the Northern Andean Region: Any Economic Impact?

Andean : Colombia : Emerging Markets : Latin America : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle

China: Current Account

China's Current Account Narrows in Q1 2010

China : North East Asia : Asia/Pacific : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance

Egypt: Fiscal Policy

Will Higher Revenues Reduce Egypt's Budget Deficit?

Egypt : Middle East and Africa : Macro View : Fiscal Policy

China: Commodity Imports

Is Chinese Commodity Demand Softening?

China : North East Asia : Asia/Pacific : Markets : Base Metals : Natural Gas : Oil : Oil and Energy : Other Commodities

Brazil: Labor Market

Is Brazil's Labor Market Performing Better Than Expected?

Brazil : Latin America : Macro View : Markets : Labor Markets and Productivity

Eastern Europe: Bond Markets

Romania’s Bond Market: Government Limits Debt Sale Due to High Yields

Central Europe : Czech Republic : Hungary : Poland : Romania : Slovakia : South East Europe : Europe : Markets : Government Bonds

China: Fiscal Stimulus

How Much Should We Worry About Overcapacity in China?

China : North East Asia : Asia/Pacific : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles

India: Bond Market

Will India's Yield Curve Maintain Steepening Bias in 2010?

India : South Asia : Asia/Pacific : Markets : Government Bonds

GCC: Real Estate Sector

White Elephants in the UAE: What Next for Dubai Property Prices?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Macro View : Real Estate Sector

Russia and the U.S.

Can the Spy Scandal Mar the Reset in U.S.-Russia Relations?

Baltics : Central Asia : Central Europe : Eurozone : Poland : Russia : Russia and CIS : Ukraine : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Central and Eastern European Demographics

Central and Eastern European Demographics: Impact Of Greying And Emigration.

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : Slovakia : South East Europe : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity

Russia: Equity Markets

Russian Stocks: Ready to Rally?

Russia : Russia and CIS : Emerging Markets : Europe : Markets : Equities

China: Ethnic and Territorial Disputes

Can China Win Tibetan Loyalties with New Policies?

China : North East Asia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks

Turkey: Bond Market

Turkish Benchmark Bond Yields Still at Low Levels: Will It Last?

Turkey : Europe : Markets : Government Bonds

The Turkish Lira

Turkish Lira: Downward Pressure from Risk Aversion, Solid Fundamentals Give a Lift

Turkey : Europe : Markets : Currencies

The Hungarian Forint

Central European Currencies: Hungarian Forint Diverges From Others in Region

Central Europe : Hungary : Europe : Markets : Currencies

Global Fiscal Stimulus Measures

What's in Japan's Fiscal Stimulus Packages?

North East Asia : Pacific : South East Asia : South Korea : Taiwan : United Kingdom : Advanced Economies : Asia/Pacific : Europe : North America : Macro View : Current Account : Current Financial Crisis : External Balance : Fiscal Policy : IMF and International Economic Institutions

Lebanon: Economic Profile

Lebanon's Economic Prospects: Continued Resilience Against Economic and Political Shocks

Lebanon, Syria and Jordan : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

MENA: Bond Market

Is Recovery Underway in MENA/GCC Bond Markets?

Egypt : Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Maghreb : Saudi Arabia : United Arab Emirates : Middle East and Africa : Markets : Government Bonds

Philippines: Domestic Demand

Philippine Consumer Spending: An Important Indicator for Economic Growth

Philippines : South East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Philippines: Monetary Policy

Will Philippine Inflation Remain Tame?

Philippines : South East Asia : Asia/Pacific : Emerging Markets : Macro View : Monetary Policy and Inflation

MENA: Banks

GCC Banking Sector: What Lies Ahead?

Egypt : Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Maghreb : Middle East and Africa : Finance and Banking

Egypt: Economic Profile

Will Egypt Achieve Desired Level of FDI in 2010/2011?

Egypt : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

Israel: The Shekel (currency)

Israel's Exchange Rate Policy: How Long Will the BoI Keep Intervening?

Israel : Middle East and Africa : Markets : Currencies

Global Military Spending

Global Military Spending Still on the Rise?

China : Gulf Cooperation Council : North East Asia : Russia : Russia and CIS : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security

Saudi Arabia: Economic Profile

How Strong Will Saudi Arabia's Economic Recovery Be?

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

The Czech Koruna

Central European Currencies: Hungarian Forint Diverges From Others in Region

Central Europe : Czech Republic : Europe : Markets : Currencies

Venezuela: The Bolivar (currency)

Will the New FX Policy Be Successful in Venezuela?

Venezuela : Latin America : Markets : Currencies

Turkey and the U.S.

Is Turkey Moving Away from the West?

Turkey : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

India: Asset Markets

Will the Volatile Capital Inflows Drive India's Stock Market in 2010?

India : South Asia : Asia/Pacific : Markets

The IMF in Sub-Saharan Africa

The Millennium Development Goals at Risk Amid Slowdown

South Africa : Sub-Saharan Africa : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Development Challenges : IMF and International Economic Institutions

South Korea: Asset Markets

Will South Korea's Stock Market Momentum in 2010 Take Cues from the Global Risk Appetite?

North East Asia : South Korea : Asia/Pacific : Markets : Currencies : Equities : Government Bonds

Mexico: Monetary Policy

What Is Mexico's Inflation Outlook?

Mexico : Latin America : Macro View : Monetary Policy and Inflation

Argentina: Fiscal Policy

How Sustainable Is Argentina's Fiscal Position? Any Help from Multilaterals?

Argentina : Emerging Markets : Latin America : Macro View : Markets : Fiscal Policy

EU Newcomers: Monetary Policy

Hungarian Central Bank: Rise in Risk Perception Could Trigger Rate Hikes

Central Europe : Hungary : Poland : Romania : South East Europe : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation

India: Financial Sector

Will India Continue to Rely on Soft Capital Controls to Contain Capital Inflows?

India : South Asia : Asia/Pacific : Finance and Banking

India: Real Estate Sector

Is India's Real Estate Sector Bottoming Out?

India : South Asia : Asia/Pacific : Macro View : Markets : Real Estate Sector

Developing Countries and Climate Change

China's Environmental Woes: The Great Leap Backward

China : India : North East Asia : South Asia : Asia/Pacific : Latin America : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources

The G20's Role in Economic Policymaking

What Was Accomplished at the G20 Summit in Toronto?

Argentina : Australia : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia and CIS : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations

Reform of the European Union

Belgium Takes the EU Helm on July 1: Financial Oversight Dominates Policy Challenges

Central Europe : Czech Republic : Eurozone : Poland : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : International Organizations

Mexico: External Accounts

Are Mexico's External Accounts Improving? What about Export Diversification?

Mexico : Latin America : Macro View : External Balance : International Trade and Globalization

Singapore: Domestic Politics

Will Singapore’s FY2010 Budget Boost Long Term Growth and Productivity?

Singapore : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Russia and the EU

Can the Spy Scandal Mar the Reset in U.S.-Russia Relations?

Austria : Baltics : Central Europe : Eurozone : Germany : Italy : Russia : Russia and CIS : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks

GCC: Fiscal Policy

GCC Fiscal Outlook: Continued Spending

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : Middle East and Africa : Macro View : Fiscal Policy

Taiwan: Domestic Politics

Could Taiwan's Opposition Gain From Free-Trade Accord with China?

North East Asia : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Sino-Japanese Relations

China Worries Japan by Flexing Its Muscles in the Pacific

China : Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Peru's New Sol

Peru's New Sol and International Reserves

Andean : Peru : Latin America : Markets : Currencies

Global Health: Pandemics

Swine Flu Epidemic: Impact on Mexico's Economy

Mexico : United States : Latin America : North America : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Diseases and Natural Disasters

The BRICs and Reserve Currency Alternatives

China's Super-Sovereign Reserve Currency Idea: Could the SDR Be a Reserve Currency?

North East Asia : Russia : South Asia : Asia/Pacific : Europe : Latin America : Macro View : FX Reserves and Sovereign Wealth

Mexico: Price Dynamics (Inflation/Deflation)

What Is Mexico's Inflation Outlook?

Mexico : Macro View : Monetary Policy and Inflation

Mexico: Fiscal Accounts

How Fast Is Mexico's Economy Recovering?

Mexico : Latin America : Macro View : Fiscal Policy

Chile: Domestic Politics

What Is President Piñera's Plan for Chile?

Chile : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

China: Derivatives Regulation

Will Chinese State-Owned Enterprises Break Their Derivatives Contracts?

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Derivatives : Financial Systems and Regulation

The Polish Zloty

Central European Currencies: Hungarian Forint Diverges From Others in Region

Central Europe : Poland : Markets : Currencies

Syria: Energy Sector

Can Syria Diversify Away From Oil?

Iraq : Lebanon, Syria and Jordan : Middle East and Africa : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Natural Gas : Oil : Oil and Energy

Colombia's Central Bank

When Will the Colombian Central Bank Start Removing Monetary Accommodation?

Andean : Colombia : Latin America : Macro View : Monetary Policy and Inflation

Argentina: Economic Profile

How Are Argentina's Leading Indicators Doing?

Argentina : Emerging Markets : Latin America : Macro View : Growth Outlook and Business Cycle

MENA: Fiscal Policy

Could Kuwait Actually Record a Fiscal Deficit as Expansionary Policy Persists?

Egypt : Lebanon, Syria and Jordan : Maghreb : Middle East and Africa : Macro View : Fiscal Policy

Venezuela's Regional Clout

Chavez's Nationalizations: What's Next?

Venezuela : Latin America : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Oil : Oil and Energy

The Bank for International Settlements (BIS)

Argentina : Australia : Brazil : Canada : Chile : China : Hong Kong and Macau : India : Indonesia : Japan : Maghreb : Malaysia : Mexico : New Zealand : North East Asia : Pacific : Philippines : Portugal : Russia : Russia and CIS : Singapore : South Africa : South Asia : South East Asia : South Korea : Thailand : United States : Asia/Pacific : Latin America : Middle East and Africa : North America

Brazil: Economic Profile

Brazil's 2010 Growth Outlook: What Are the Drivers?

Brazil : Latin America : Macro View : Growth Outlook and Business Cycle

Shanghai Cooperation Organization

Shanghai Cooperation Organization Rules Out Membership for Iran

Central Asia : China : North East Asia : Russia : Russia and CIS : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : International Organizations : Terrorism, Civil Strife and Security

The IMF Rescues the CIS

Armenia: Return to Positive Growth in 2010?

Central Asia : Russia : Russia and CIS : Ukraine : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles

Philippines: External Account

Will the Philippines' Balance of Payments Fall Into Deficit?

Philippines : South East Asia : Asia/Pacific : Macro View : International Trade and Globalization

Brazil's Foreign Policy

What Does Lula Want from Ahmadinejad?

Brazil : Venezuela : Latin America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : IMF and International Economic Institutions

Mexico: Economic Profile

How Fast Is Mexico's Economy Recovering?

Mexico : Latin America : Macro View : Growth Outlook and Business Cycle

Russian Demographics

Russian Demographics and Labor Productivity: 'Hypermortality' Weighing on Growth?

Russia : Russia and CIS : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity

Malaysia: Fiscal Outlook

Is Malaysia's Budget Deficit Still under Control?

Malaysia : South East Asia : Asia/Pacific : Macro View : Fiscal Policy : Growth Outlook and Business Cycle

China and India: Technological Change

Will Improving Global Conditions Revive India's IT Sector?

China : India : Asia/Pacific : Geostrategic and Long Term Issues

Argentina: External Accounts

International Reserves, Private Deposits and the Argentine Peso

Argentina : Latin America : Macro View : External Balance : International Trade and Globalization

Banco del Sur: The Bank of the South

Will the Global Crisis Accelerate the Creation of the Bank of the South?

Andean : Argentina : Bolivia : Brazil : Ecuador : Uruguay : Venezuela : Latin America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations

Turkey: Demographics

Turkey's Demographic Bonus: A Mixed Blessing

Turkey : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity

The Andes: External Accounts

How Are Andean Current Accounts Faring?

Andean : Bolivia : Colombia : Ecuador : Peru : Latin America : Macro View : Current Account : External Balance : International Trade and Globalization

Chile: Monetary Policy

Chilean Monetary Policy: How Much Tightening in 2010?

Chile : Latin America : Macro View : Monetary Policy and Inflation

India: Information Technology Sector

Will Improving Global Conditions Revive India's IT Sector?

India : South Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Markets : Sectors and Industries

Chile: Price Dynamics (Inflation/Deflation)

What Is Chile's Inflation Outlook for 2010?

Chile : Latin America : Macro View : Markets : Currencies : Monetary Policy and Inflation

Malaysia: Banking Sector

Is Malaysia’s Banking Sector Stabilizing?

Malaysia : South East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation

India: Agriculture Sector

Will Weak Monsoons Exacerbate Inflationary Pressures in India?

India : South Asia : Asia/Pacific : Macro View : Agriculturals : Other Commodities

Chile: Fiscal Policy

Chile's Stabilization Fund and Fiscal Responsibility

Chile : Latin America : Macro View : Fiscal Policy

Singapore: Financial Sector

Singapore's Capital Markets: Bonds Boom, Equities Bust?

Singapore : South East Asia : Asia/Pacific : Finance and Banking

South Korea: Key Sectors

Will South Korean Automakers Continue to Grab Global Market Share?

North East Asia : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Sectors and Industries

Taiwan: Electronics Sector

Is Taiwan's Electronics Sector Consolidating?

North East Asia : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Sectors and Industries

Venezuela: Bond Markets

How Much Public Debt Will Venezuela Issue? Can the Market Handle It?

Venezuela : Latin America : Markets : Government Bonds

India: Airline Sector

Will the Indian Government Bailout the Public Airline?

India : South Asia : Asia/Pacific : Macro View : Markets : Sectors and Industries

Malaysia: Financial Sector

Is Malaysia’s Banking Sector Stabilizing?

Malaysia : South East Asia : Asia/Pacific : Finance and Banking

India: Fiscal Policy

Is India's Fiscal Position Improving on Reforms or Strong Economic Growth?

India : South Asia : Asia/Pacific : Macro View : Fiscal Policy

Venezuela: Credit Rating Agencies

Venezuela: Credit Ratings and Outlooks

Venezuela : Latin America

Chile: Credit Rating Agencies

Chile's Sovereign Credit Ratings and Outlooks

Chile : Latin America

Indonesia: Economic Reform

Is Indonesia Becoming More Attractive to Investors?

Indonesia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks

Malaysia: Political Environment and Reform

Will Malaysia Successfully Accelerate Growth With the New Economic Model?

Malaysia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Turkey: Banking Sector

2009 a Banner Year for Turkish Banks: What about 2010?

Turkey : Europe : Finance and Banking : Banks and Risk Management

Saudi Arabia: Security and Defense Policy

Understanding the Saudi Offensive In Yemen

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks

Philippines: Financial Sector

Are Philippine Bank Balance Sheets Sound?

Philippines : South East Asia : Asia/Pacific : Finance and Banking

Singapore: Real Estate Market

What is the State of Real Estate in Singapore?

Singapore : South East Asia : Asia/Pacific : Markets : Sectors and Industries

Taiwan: Asset Markets

What's the Outlook for Taiwan's Equity Market?

North East Asia : Taiwan : Asia/Pacific : Markets : Currencies : Equities : Government Bonds

Latin America: Monetary Policy

How Strong Will the Tightening Cycle Be in Brazil?

Argentina : Brazil : Chile : Mexico : Latin America : Macro View : Monetary Policy and Inflation

The East-West Divide In Europe

East-West Divide in Europe: Financial Crisis Cementing Old Divisions?

Baltics : Bulgaria : Central Europe : Czech Republic : Hungary : Poland : Romania : Europe : Domestic Politics and Political Risks : Energy Security and Supply Risks

Turkey: Equity Market

Turkish Stock Market: ISE-100 Index Reaches All-Time High

Turkey : Europe : Markets : Equities

Mercosur: South America's Trade Bloc

What Is the Future of Mercosur?

Andean : Argentina : Bolivia : Brazil : Chile : Colombia : Ecuador : Uruguay : Venezuela : Latin America : Geostrategic and Long Term Issues : International Organizations

Malaysia: Bond Market

Will Malaysia Tap International Bond Markets Again in 2010?

Malaysia : South East Asia : Asia/Pacific : Markets : Government Bonds

Thailand: Production

Thai Sugar Industry and the Threats to Sustained Export Growth

South East Asia : Thailand : Asia/Pacific : Macro View

Malaysia: Asset Market

Which Direction Is the Ringgit Heading in H2 2010?

Malaysia : South East Asia : Asia/Pacific : Markets

Taiwan: Banking Sector

How Are Taiwan's Banks Weathering the Global Financial Crisis?

North East Asia : Taiwan : Asia/Pacific : Finance and Banking : Banks and Risk Management

Taiwan: Fiscal Policy

Is Taiwan's Fiscal Policy Sustainable?

North East Asia : Taiwan : Asia/Pacific : Macro View : Fiscal Policy

India: Defense and Security Posture

India and Pakistan Move Closer to Peace Talks?

India : South Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Food Supply

Famine Looms Across the Horns of Africa

China : North East Asia : Sub-Saharan Africa : Advanced Economies : Asia/Pacific : Emerging Markets : Frontier Markets : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change and Natural Resources

Hong Kong as China's Financial Center

Is the Outlook Improving for Hong Kong's Banks?

China : Hong Kong and Macau : North East Asia : Asia/Pacific : Finance and Banking

Eastern Europe: External Accounts

Eastern Europe: Will High Current Account Deficits Return?

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance

Philippines: Asset Markets

Will the Philippines Introduce Peso Bonds on the Global Market?

Philippines : South East Asia : Asia/Pacific : Markets : Equities : Government Bonds

Philippines: Fiscal Policy

Philippine Sovereign Debt and Investors: Does the Love Story Go On?

Philippines : South East Asia : Asia/Pacific : Macro View : Fiscal Policy

South Korea: Domestic Consumption

Is the Improvement in South Korea's Private Consumption Sustainable?

North East Asia : South Korea : Asia/Pacific : Macro View : Growth Outlook and Business Cycle : Labor Markets and Productivity

Mexico's Fiscal Stimulus Package

Mexico's Fiscal Accounts Outlook

Mexico : Latin America : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles

Indonesia: Commodity Market

What Is the Outlook for Indonesia's Renewable Sector?

Indonesia : South East Asia : Asia/Pacific : Macro View : Markets : Sectors and Industries

Russian Currency Reserves and Sovereign Wealth

Russia Draws on Its Sovereign Wealth

Russia : Russia and CIS : Europe : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth

Philippines: Economic Profile

Trade Liberalization in the Philippines

Philippines : South East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Thailand: Equity Markets

Have Thai Stocks Been Affected by Political Violence?

South East Asia : Thailand : Asia/Pacific : Markets : Equities

Thailand: Investment

Will Construction on Thailand's Map Ta Phut Industrial Complex Resume?

South East Asia : Thailand : Asia/Pacific : Macro View : Growth Outlook and Business Cycle : Sectors and Industries

South Korea: Sovereign Wealth Fund

Will the Korea Investment Corporation Become Aggressive in Managing Reserves?

North East Asia : South Korea : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth

Thailand: Labor Market

World's Lowest Unemployment Rate Is Rising

South East Asia : Thailand : Asia/Pacific : Macro View : Labor Markets and Productivity

Thailand: Domestic Demand

Thai Consumer: Battered by Political Turmoil?

South East Asia : Thailand : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Thailand: Real Estate

Is Thai Commercial Property Investment Slowing?

South East Asia : Thailand : Asia/Pacific : Macro View : Real Estate Sector

Thailand: Sovereign Bonds

Thai Government Bonds: Benefiting from Political Turmoil?

South East Asia : Thailand : Asia/Pacific : Markets : Government Bonds

Thailand: Financial Sector

Do Thai Banks Still Rely Too Much on Collateral?

South East Asia : Thailand : Asia/Pacific : Finance and Banking

Western European Banks' Support of their Eastern Counterparts

Parsing the ECB's Securities Markets Program

Austria : Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Eurozone : Greece : Hungary : Italy : Poland : Romania : Serbia : South East Europe : Sweden : Europe : Finance and Banking : Banks and Risk Management

MENA: Equity Markets (Non-GCC)

Syrian Stock Exchange: How Long Will an Improved Performance Last?

Egypt : Lebanon, Syria and Jordan : Maghreb : Middle East and Africa : Markets

Slovakia: Economic Profile

Center-Right Opposition Form New Slovakian Government: Will Fiscal Prudence be Restored?

Central Europe : Eurozone : Slovakia : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle

Uruguay: Bond Markets

The View of Uruguay by Rating Agencies

Uruguay : Latin America : Markets : Government Bonds

GCC: Sovereign Funds

Qatar Investment Authority (QIA): Back in the Market

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : United Arab Emirates : Middle East and Africa : Macro View : FX Reserves and Sovereign Wealth

Sub-Saharan Africa Currency Trends

Nigeria: Will the Naira Stabilize?

South Africa : Sub-Saharan Africa : Emerging Markets : Frontier Markets : Middle East and Africa : Macro View : Markets : Currencies : Monetary Policy and Inflation

Ecuador: Domestic Politics

Tensions Are Increasing in the Northern Andean Region: Any Economic Impact?

Andean : Ecuador : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Ecuador: Bond Markets

Ecuador's Debt Restructuring Proposal

Andean : Ecuador : Latin America : Markets : Government Bonds

U.S.-China Strategic and Economic Dialogue

What Was Gained From the U.S.-China Strategic and Economic Dialogue?

China : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

U.S. Missile Defense in Eastern Europe

U.S. Scales Down Missile Shield in Eastern Europe

Central Europe : Czech Republic : Poland : Russia and CIS : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

GCC: Exchange Rate Regimes

GCC Monetary Union: Will Euro Crisis Delay the Launch of a Single Currency?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : Frontier Markets : Middle East and Africa : Macro View : Markets : Currencies : Energy Security and Supply Risks : Monetary Policy and Inflation

Coal

Coal: Short-term Lift from Demand Recovery, Long-term Downside from Environmentalism?

China : Latin America : North America : Markets : Oil and Energy

GCC: Monetary Policy and Inflation

Inflationary Pressures a Risk for the GCC?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : United Arab Emirates : Middle East and Africa

Uruguay: Economic Profile

What Are the Prospects for Uruguay's Economic Activity in 2010?

Uruguay : Latin America : Macro View : Current Financial Crisis

Mexico: Finance and Banking Sector

Fed Swap Line and Banxico's Role in the FX Market

Mexico : Latin America : Finance and Banking

Ecuador: Oil Sector

Andean : Ecuador : Latin America : Markets : Oil : Oil and Energy

Argentina: Price Dynamics (Inflation/Deflation)

Argentina's Artificially Low Inflation: Gradual Default on Inflation Indexed Bonds?

Argentina : Latin America : Macro View : Monetary Policy and Inflation

Mexico: Energy Sector

Mexico's Energy Sector: Oil Production Falling

Mexico : Latin America : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil and Energy

Lebanon: Fiscal Stance

Lebanon’s Fiscal Stance and Public Debt: Is Fiscal Consolidation on the Way?

Lebanon, Syria and Jordan : Middle East and Africa : Macro View : Fiscal Policy

Brazil: Fiscal Policy

Are Brazil's Fiscal Accounts Sound?

Brazil : Latin America : Finance and Banking : Macro View : Fiscal Policy

Brazil: Monetary Policy

How Strong Will the Tightening Cycle Be in Brazil?

Brazil : Latin America : Macro View : Monetary Policy and Inflation

Israel: Politics

Will Israel Try to Stop Iran's Nuclear Program?

Israel : Middle East and Africa : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks

GCC: Foreign Policy

Foreign Policy of Arab States

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : United Arab Emirates : Middle East and Africa : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Lebanon: Politics

Lebanon: Can Political Stability Be Maintained?

Lebanon, Syria and Jordan : Middle East and Africa : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

The Asia-Pacific Strategic Balance

China Worries Japan by Flexing Its Muscles in the Pacific

Australia : China : Japan : North East Asia : Pacific : South Asia : South Korea : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

APEC's Growing Profile

APEC's November Meeting Pushes for Regional Integration and Rebalancing

Andean : Australia : Canada : Chile : China : Hong Kong and Macau : Indonesia : Japan : Malaysia : Mexico : North East Asia : Pacific : Peru : Philippines : Singapore : South East Asia : South Korea : Thailand : Vietnam, Cambodia and Laos : Asia/Pacific : Geostrategic and Long Term Issues : IMF and International Economic Institutions : International Organizations

Asian Development Bank (ADB)

Will ADB's Capital Increase Provide Vital Support for Countries Affected by the Global Downturn?

Indonesia : Malaysia : North East Asia : Pacific : Philippines : South East Asia : Thailand : Asia/Pacific : Geostrategic and Long Term Issues : IMF and International Economic Institutions : International Organizations : International Trade and Globalization

Russian Investment

Russian Rules for Strategic Investment

Russia : Russia and CIS : Europe

Mexico's Bolsa

Mexico's Stock Exchange and its IPC Index

Mexico : Latin America : Markets : Equities

Lending Conditions in Brazil

Lending Conditions in Brazil: Fostering the Recovery?

Brazil : Latin America : Finance and Banking : Corporate Finance : Real Estate and Mortgage Finance

The League of Arab States (Arab League)

Is the UAE Tightening the Screws on Iran?

Egypt : Gulf Cooperation Council : Iran : Iraq : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Maghreb : Saudi Arabia : Sub-Saharan Africa : United Arab Emirates : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : International Organizations : International Trade and Globalization

The Organization of the Petroleum Exporting Countries (OPEC)

Is Venezuela Heading Toward a Deep Recession?

Andean : Ecuador : Gulf Cooperation Council : Iran : Iraq : Kuwait, Qatar, Bahrain, Oman : Maghreb : Saudi Arabia : United Arab Emirates : Venezuela : Latin America : Middle East and Africa : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : International Organizations : Oil and Energy

Is Africa Becoming a U.S. Foreign Policy Priority?

IMF, Others Loan to Zimbabwe

Egypt : Maghreb : South Africa : Sub-Saharan Africa : Middle East and Africa

U.S.-Mexico Relations

U.S.-Mexico Relations and the War on Drugs: Drug-Related Insecurity in Mexico at a New Level

Mexico : United States : Latin America : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Jordan's Monetary Stance and Inflation

Lebanon, Syria and Jordan : Middle East and Africa

Peru's Fiscal Stimulus Program

What is Peru's Monetary Policy Outlook for 2010?

Andean : Peru : Latin America : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles

Massive Rating Reviews Among Emerging Markets***

Mexico : Venezuela : Latin America

The NAFTA Debate

U.S.-Mexico Trade Dispute: What's Next?

Canada : Mexico : United States : North America

Bolivia's New Constitution

Andean : Bolivia : Latin America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Turkey's Dealings with the IMF

Turkey : Europe

Israel: Fiscal Policy

Will Israel’s Budget Deficit Narrow in 2010?

Israel : Middle East and Africa : Macro View : Fiscal Policy

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

Red Light, Green Light: China's Monetary Policy Gets Stuck in Traffic

By Adam Wolfe and Rachel Ziemba Jul 21, 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

With Limited Options, EM Asia Turns to Prudential Measures to Tame Inflows

By Arpitha Bykere and Adam Wolfe Jul 6, 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

Asia Week Ahead: Growth and Policy Challenges Yield Revaluation, Capital Controls and Fiscal Austerity

By Arpitha Bykere, Mikka Pineda and Rachel Ziemba Jun 24, 2010

Chinese Investment: The Slow Grind Ahead

By Adam Wolfe Jun 23, 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

RGE Strategy Flash

Chile: 2y-5y IRS Flattener—Take Partial Profit, Tighten Stop-Loss, Extend the Target

By Natalia Gurushina Jun 16, 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

Chinese Monetary Policy: Of All the Tools, Why the Exchange Rate?

By Adam Wolfe and Rachel Ziemba May 3, 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

In China, Politics Trump Monetary Policy

By Adam Wolfe Mar 31, 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

Turkey Fiscal Deterioration: More than Just Cyclical?

By Mary Stokes Nov 23, 2009

Global Monetary Policy Outlook

The RGE Analyst Team Nov 11, 2009

Are Capital Controls in Fashion Again?

RGE Analyst Team Oct 28, 2009

This Time it's Different: Transmission Channels of the Global Financial Crisis to Emerging Markets

Nouriel Roubini and Ayah El Said Oct 8, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 7, 2009

Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?

Adam Wolfe and Rachel Ziemba Sep 22, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

Green Shoots or Yellow Weeds? A Trifecta of Risks to the Early Bottomg Out of the Recession and Short-Term Economic Recovery and to the Medium-Term Actual and Potential Growth Prospects of the Global Economy

Nouriel Roubini May 19, 2009

Background on Thailand's Political Crisis

Mikka Pineda Apr 15, 2009

Stress Testing the Stress Test Scenarios: Actual Macro Data are Already Worse than the More Adverse Scenario for 2009 in Stress Tests. So the Stress Tests Fail the Basic Criterion of Reality Check Even Before They are Concluded

Nouriel Roubini Apr 13, 2009

Thai Public Finance: Can Thailand Afford Another Political Crisis?

Mikka Pineda Apr 1, 2009

Vulnerabilities in the Emerging World

RGE Analyst Team Feb 4, 2009

Can Russia Avoid a Hard Landing?

Rachel Ziemba Nov 28, 2008

Latin American CDS Spreads and Currencies: A Quick, Descriptive Analysis

Italo Lombardi Oct 27, 2008

South Korea on the Cusp of its Own Credit Crunch?

Mikka Pineda Dec 11, 2007

Beating on the Thai Baht Conundrums (Part 2)

Mikka Pineda Dec 8, 2007

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

Thailand’s capital is under threat of being underwater within a century

Thailand Business News  Jul 28, 2010

News

Revised cigarette excise tax scheme set

Bangkok Post  Wichit Chaitrong Jul 29, 2010

News

NSC retains emergency law Abhisit to seek cabinet nod to give him final say

Bangkok Post  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

News

Gov't studying possible distribution of surplus rice to the poor

Philippine Star  Jul 29, 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

Analysis

EM Credit Notes: Lukoil (BBB-/Baa2/BBB-) is repurchasing its shares

Commerzbank  Jul 29, 2010

News

Russia’s Central Bank to Keep Key Rate on Hold, Say Analysts

RIA Novosti  Jul 29, 2010

Analysis

Russia: LUKOIL Buys Back Its Shares from Conoco; Economic News Back at Center State

URALSIB Capital  Jul 29, 2010

Analysis

Russia: Inflation Reported at 0.4% MTD, a 5.7% Annual Rate; Tax Incentives for Greenfield Oil and Gas Projects to Remain in Place in 2011

Alfa Bank  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

Turkey Will ‘Embarrass’ Credit Rating Firms, Yilmaz Says

Hurriyet  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

News

U.S. trade chief says auto-trade deficit with Korea unacceptable

The Korea Herald  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

Cagamas Sukuk `Big Step' for Malaysian Middle East Sales: Islamic Finance

Bloomberg  Khalid Qayum Jul 22, 2010

Analysis

SET Index: In the short-term, profit-taking is likely, especially on the stocks that posted recent rallies or do not have very sound fundamentals

KGI: Daily Navigator  Rakpong Chaisuparakul 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

Chile and Bolivia jointly celebrate mine-clearance in border areas

Merco Press  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

Argentina, Uruguay strike deal over paper mill

AFP  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

Blogs

Brazil on Track for 2014 Despite Early Criticism of Stadium Plan

NYT  Jeffrey Marcus Jul 29, 2010

News

Singapore Says `High Levels' of Economic Activity May Spur Price Pressure

Bloomberg  Shamim Adam Jul 29, 2010

News

China Investment Has 11.7% Global Return in 2009 as Commodity Bets Pay Off

Bloomberg  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

News

Indonesia's Stocks May Extend Bull Run on Earnings Outlook, Bahana Says

Bloomberg  Berni Moestafa Jul 29, 2010

News

Indonesian Stock Valuation Premium to More Than Double, Credit Suisse Says

Bloomberg  Shiyin Chen Jul 29, 2010

Analysis

SA: Slow Recovery but Headwinds are Rife

Standard Bank  Jul 29, 2010

News

Hungary needs cleanest budget in Europe -PM Orban

Reuters  Jul 29, 2010

News

Food Inflation Slows for a Second Week as India's Monsoon Boosts Plantings

Bloomberg  Tushar Dhara 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

Analysis

ConocoPhillips Posts US$4.2-Bil. Q2 Net Profit, Agrees to Sell LUKoil Stake

IHS Global Insight  Jul 29, 2010

Analysis

Czech Republic: Measuring financial market inflation expectations July 2010

Czech National Bank  Jul 29, 2010

News

Czech govt approves 2010 budget freezes

Reuters  Jul 29, 2010

RGE Global Outlook Update


Table of Contents


Economic Outlooks:
 Global | U.S. | Japan
China | Eurozone
Germany | France | UK
India | Brazil


Global Issues
Growth & CPI | Commodities

Top 10 Most Read

1. Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear
2. U.S. GDP Growth: Beige Book Consistent With H2 Slowdown
3. LatAm Focus: Brazil's Current Account Deficit Widens
4. Global Outlook Update: Q3 2010
5. U.S. Home Prices: Any Signs of an Impending Double Dip?
6. Toward Basel III: Broad Agreement Reached on Capital and Liquidity Standards
7. Chronicle of a Stress Test Foretold
8. EU Stress Test Results: Challenges Ahead Despite Low Fail Ratio
9. U.S. Congress Passes Emergency War Funding
10. Q3 Regional Economic Update Conference Calls

FEATURED ANALYSIS

Recent Articles:
Brazil's Current Account Deficit Widens

Week Ahead (Week of July 26, 2010)

Brazil's Central Bank Sees Lower Inflation Risk

Brazil Takes Its Next Monetary Step

Featured Critical Issue

Featured Briefing Image

Featured Analysis

Adjustment Dynamics in Spain: Will Belt-Tightening Cinch Off Growth?

Elisa Parisi-Capone Jun 10, 2010

“Spain’s adjustment needs stem less from a history of fiscal profligacy than from high private sector indebtedness, a steady loss of competitiveness over the past decade and 10 years of missed structural reforms...especially in the labor market.”

Featured EconoMonitor Post

US EconoMonitor

Mortgage Originators Everywhere Seeing Red As Freddie 30 Year Mortgage Hits Fresh All Time Low Of 4.54%

Tyler Durden Jul 29, 2010

The Fed came, saw, and conquered the mortgage

[...]

FEATURED @ RGE

Emerging Markets: Equities

Turkish Stock Market: ISE-100 Index Reaches All-Time High

RGE Strategy View

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila 7/27/2010

United States: Economic Profile

U.S. GDP Growth: Beige Book Consistent With H2 Slowdown

U.S. Defense Policy and Spending

U.S. Congress Passes Emergency War Funding

Mexico: Economic Profile

How Fast Is Mexico's Economy Recovering?

ROUBINI FEEDBACK FORUM

What Do You Think?
Weigh in on Roubini.com's new look or report any problems you encounter.

Website Feedback Content Feedback