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Emerging Markets

Featured Content

Emerging Markets: Economic Profile

Turkish Stock Market: Will 2010 Be Another Strong Performance Year?

Emerging Markets: Equities

Emerging Market Equities: Correction Time?

RGE Analysis

Turkey Fiscal Deterioration: More than Just Cyclical?

By Mary Stokes 11/23/2009

Emerging Markets: Capital Controls, FDI and Capital Flows

Emerging Markets: Are Capital Controls in Fashion Again?

Emerging Markets: Bond Markets

S&P Upgrades Indonesia’s Sovereign Rating: Is the Debt Market Set for Another Strong Year?

Mexico: The Mexican Peso (currency)

Where Is the Mexican Peso Going?

Briefings

GCC Financial Centers

Is Exchange Consolidation a Sign that Dubai's Role as a Financial Hub Is Being Diminished?

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

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

Brazil: Monetary Policy

When Will Brazil's Central Bank Start the Tightening Cycle?

Brazil : Latin America : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : Monetary Policy and Inflation

Russian Domestic Politics

United Russia Still Dominant, Despite Protests

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

Russia: Foreign Policy

U.S.-Russia Ties: Nuclear Disarmament Treaty in Sight?

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

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

U.S.-China Relations

Sino-U.S. Relations: How Serious Are the Tensions?

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

Russia: Consumption

Is Russian Consumption Coming Back?

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

India: External Accounts

Is India on the Path of Gradual Reserve Diversification?

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

Taiwan: The New Taiwan Dollar

Will Capital Outflows Take Appreciation Pressure off the Taiwan Dollar?

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

Malaysia: Monetary Policy

Malaysia's Central Bank Raises Rates to 2.25%: Will Rate Hikes Stifle the Recovery?

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

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 : Climate Change and Natural Resources

South Korea: Monetary Policy

South Korea Announces New Central Bank Governor: When Will Interest Rate Hikes Begin?

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

China: The Renminbi

Renminbi Politics: How Tough Will the U.S. Be?

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

China: Inflation and Monetary Policy

How High Will China’s Inflation Go?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : Monetary Policy and Inflation : Money Markets

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

China: Fiscal Policy

How Stable Is China's Fiscal Position?

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

China: Economic Profile

How Strong is China's Recovery?

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

China: Consumption

Will Chinese Auto Sales Still Lead the World in 2010?

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

Thailand: Monetary Policy

Thai Deflation Bottoms: Will Core Inflation Scramble Back Up?

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

Indonesia: Monetary Policy

Indonesia Maintained Interest Rate Unchanged at 6.5% in March: Is Monetary Tightening Still Far Away?

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

South Korea: External Accounts

South Korea’s Exports Continue to Expand in February: How Strong Is the Export Recovery?

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

African Growth Slows Amid Global Slowdown

Sub-Saharan Africa: Modest Rebound in 2010

South Africa : Sub-Saharan Africa : 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 : Foreign Aid : Foreign Policy and Geostrategic Risks : International Trade and Globalization : Oil : Oil and Energy

Turkey: Fiscal Policy

No IMF Deal for Turkey

Turkey : Europe : Macro View : Fiscal Policy

China: FX Reserves

Will China Keep Buying U.S. Assets?

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

China: Property Market

Will the Chinese Property Bubble Burst in 2010?

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

Taiwan: External Accounts

Is Taiwan's Export Recovery Sustainable?

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

China: Export Sector

Chinese Exports Jump in February: How Much Will They Grow in 2010?

China : North East Asia : Asia/Pacific : Macro View : Current Account : International Trade and Globalization

China: Labor Market

Where Have the Migrants Gone? Economics of Migration in China

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

Czech Republic: Economic Profile

Czech Republic: Q4 GDP Growth Revised Up Sharply

Central Europe : Czech Republic : Europe : Macro View : Growth Outlook and Business Cycle

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

China: Defense and Security Policy

Sino-U.S. Relations: How Serious Are the Tensions?

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

China: Manufacturing and Industrial Production

Will 'Indigenous Innovation' Policies Hamper Chinese Efficiency?

China : North East Asia : Asia/Pacific : Macro View : Markets : Growth Outlook and Business Cycle : Natural Gas : Oil : Oil and Energy : Sectors and Industries : Technological Change

Middle East: Domestic Politics of Arab States

Mubarak's Illness Re-exposes Egypt's Succession Issues

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

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

Egypt's Monetary Stance: Central Bank Remains on Hold in February

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

Poland: Fiscal Policy

Poland's Deteriorating Fiscal Position

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

Russia: Energy Sector

Russia's Oil Production: Is Recovery Sustainable?

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

Indonesia: Domestic Politics

Will the Bailout Controversy Scare off Indonesia’s Investors?

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

China: Equity Markets

How Will the Year of the Tiger Affect Global Markets?

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

Central Europe: Auto Sector

Auto Production in 'Detroit of Europe': Tough Times Ahead?

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

Turkey and EU Accession

Is Turkey Moving Away from the West?

Cyprus : 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

EU Enlargement Process

Iceland's EU Path: Commission Recommends Opening Membership Talks

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

Economics of the Olympics and Other Major Sporting Events

The Economic Costs and Legacy of the Vancouver Olympics

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

China: Sectors

Chinese Shipbuilders Benefiting From Government Guarantees

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

China: Foreign Policy

Sino-U.S. Relations: How Serious Are the Tensions?

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

Russia: Economic Profile

Russian Economy Is Out of Recession, But How Fast Will It Grow?

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

Malaysia: Economic Profile

Malaysia’s Economy Moved into Positive Territory in Q4 2009: How Strong Will the Recovery Be in 2010?

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

South Africa: Manufacturing Sector

South African Manufacturing Sector: Signs of Output Expansion

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 : Asset Management and Portfolio Choice : Banks and Risk Management : Securitization and Structured Finance

Turkey: Economic Profile

Turkish Industrial Production Rises a Weaker-than-Expected 12.1% YoY in January

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

Turkey: Monetary Policy

Turkey: February Marks a Return to Double-Digit Inflation

Turkey : Europe : Macro View : Monetary Policy and Inflation

Chile: Economic Profile

What Are the Economic Repercussions of Chile's Earthquake?

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

Eastern Europe: Banking Sector

South East European Banks: Effects of the Greek Debt Drama

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

Taiwan: Economic Profile

Is Taiwan's Recovery Strengthening?

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

Poland: Economic Profile

Polish Banking Sector: Resilient, but Asset Quality Has Taken a Hit

Central Europe : Poland : 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: Key Rate At Record Low of 3.5%. When Will Tightening Come?

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

Central and Eastern Europe: Economic Outlook

Recovery in Eastern Europe: When Will It Come? What Could Drive It?

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

Syria: Economic Outlook

Syria: Economic Reforms and Policies

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

Thailand: Economic Profile

Has Thai Output Begun to Revive?

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

Philippines: Labor Market

When Will Domestic Employment Improve?

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

Thailand: Domestic Politics

Thailand's Spring Turmoils

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

Euro Adoption Path for EU Newcomers

Will Greek Woes Delay EU Newcomers' Euro Adoption Timetable?

Europe : Macro View : Baltics : Bulgaria : Central Europe : Czech Republic : Estonia : Eurozone : Hungary : Latvia : Lithuania : Poland : Romania : South East Europe

Indonesia: External Accounts

Indonesia’s Exports Continued to Increase in January: Is the Strong Momentum Sustainable Beyond Base Effects?

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

India: Manufacturing and Corporate Sector

Does Strong Momentum in India's Industrial Activity Call for Policy Tightening?

India : South Asia : Asia/Pacific : Macro View

India: Economic Profile

India's Growth Slows in Q4: How Strong Will the Recovery Be in 2010?

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

India: Fiscal Policy

Does India's 2010 Budget Signal Stimulus Withdrawal and Fiscal Reforms?

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

Brazil: Current Account

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

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

Uruguay: Domestic Politics

Uruguay's New Government: Will There Be Continuity?

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

Eastern European Public Finances

Public Finances: Eastern Europe Outshines EMU Periphery

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

Eastern European Energy Security

Europe's Nord Stream Pipeline Project Secures Bank Funding

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

Philippines: Domestic Politics

2010 Philippines Elections: Ready, Steady, Go...?

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

Saudi Arabia: Energy Sector

Will Nuclear Energy Meet Middle East Power Needs?

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

South Africa: Economic Profile

South Africa Budget 2010: Perfect Balance?

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

The G20's Role in Economic Policymaking

Canada's G8/G20 Agenda

Argentina : Australia : Brazil : 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

India: Foreign Policy

India and Pakistan Move Closer to Peace Talks?

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

Singapore: Economic Profile

How Strong Will Singapore’s Economic Recovery Be in 2010?

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

Indonesia: Economic Profile

Indonesia’s Economy Expanded 4.5% y/y in 2009: Will Domestic Demand Continue to Fuel Growth?

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

India: Monetary Policy

India’s Inflation Escalates: Is the Central Bank Behind the Curve?

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

Indonesia: Banking Sector

Is Credit Growth Still Subdued in Indonesia?

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

Philippines: Philippine Peso

In What Direction Will the Philippines' Balance of Payments Swing in 2010?

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

Indonesia: Asset Markets

S&P Upgrades Indonesia’s Sovereign Rating: Is the Debt Market Set for Another Strong Year?

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

Singapore: External Accounts

Double-Digit Growth Continues for Singapore’s Exports: How Strong Will Overall Recovery Be in 2010?

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

China: Domestic Politics

China's New Leaders: A Look at the 'Fifth Generation'

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

Turkey: Economic Risks and Strengths

S&P Upgrades Sovereign Rating for 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

Hungary: Economic Profile

Hungary Politics: April Elections Cloud Fiscal Outlook

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

Turkey: Labor Market

Turkish Labor Market: Unemployment Rate Moves to 13.5% in November-January Period

Turkey : Europe : Macro View : Labor Markets and Productivity

Turkey: Domestic Politics and Political Risk

Turkey: February Arrests Aggravate Political Tensions

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

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

The African Union (AU)

Coup in Niger: Uranium Market Implications?

Egypt : South Africa : Sub-Saharan Africa : The Maghreb : Middle East and Africa : Geostrategic and Long Term Issues : Energy Security and Supply Risks : International Organizations : Poverty Reduction

South Africa: Fiscal Policy

South Africa Budget 2010: Perfect Balance?

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

Argentina: Domestic Politics

What is Argentina Doing to Cover its Financing Needs and Reduce Debt Payments?

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

Russia: The Ruble

Can Russia Restrain the Ruble?

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

Argentina: The Argentine Peso

What Caused Argentina's Sharp Devaluation and Debt Default in the early 2000s?

Argentina : Latin America : 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

Malaysia’s Exports Continued Double-Digit Growth in January: Will the Strong Recovery Hold in 2010?

Malaysia : South East Asia : Asia/Pacific : 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 : Reserve Diversification

Singapore: Labor Market

Singapore’s Retail Sales Increased in January: Is the Revival Sustainable?

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

Eastern European Currencies

Greece's Fiscal Crisis: Spillover Effects to CEE?

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

South Korea: Economic Profile

South Korea’s Growth Slowed to 0.2% q/q in Q4 2009: Is the Momentum Waning?

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

China: Trade Politics

Renminbi Politics: How Tough Will the U.S. Be?

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

Colombia: Economic Profile

Will Colombia Be the Same After Uribe?

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

China: Current Account

China's Current Account Narrowed in 2009

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

Egypt: Fiscal Policy

Egypt’s Fiscal Stance: Can Fiscal Consolidation Be Achieved in Light of a Higher 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

Brazil's Labor Market: Better than Expected?

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

Eastern Europe: Bond Markets

Greece's Fiscal Crisis: Spillover Effects to CEE?

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

China: Economic Statistics

Chinese Data Discrepancies Exacerbated During Global Downturn?

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

Taiwan: Monetary Policy

Inflation Up in Taiwan: A Spike or a Trend?

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

China: Corporate Finance

How Will the Improved Outlook for Chinese Corporate Profits Affect Capex?

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

GCC: Real Estate Sector

Will the GCC Real Estate Market Witness a Rebound in 2010?

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.

U.S.-Russia Ties: Nuclear Disarmament Treaty in Sight?

Baltics : Central Asia : Central Europe : Estonia : Kazakhstan : Latvia : Lithuania : 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

Russia: Equity Markets

Will There Be a Flood of Russian IPOs?

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 Fixed Income: First Major 2010 Sovereign Bond Issuance among Emerging Markets

Turkey : Europe : Markets : Government Bonds

The Turkish Lira

Turkish Lira: What's Driving the Exchange Rate?

Turkey : Europe : Markets : Currencies

The Hungarian Forint

CEE Markets: Dubai Fears Ease

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 : International Financial Institutions

Political Risk in Eastern Europe

Polish Politics: Reforms Hinge on the 2010 Presidential Vote?

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

Lebanon: Economic Profile

Lebanon Economic Outlook: 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

Spillovers From Dubai's Standstill on the MENA Region

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

Philippines: Domestic Demand

How Important Are Remittances to the Philippines?

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 : Macro View : Monetary Policy and Inflation

Unemployment in South Africa

Unemployment Remains High in South Africa

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

MENA: Banks

GCC Banking Sector Outlook: What Lies Ahead?

Egypt : Gulf Cooperation Council : Lebanon, Syria and Jordan : The Maghreb : Middle East and Africa : Finance and Banking

Egypt: Economic Profile

Will Egypt Achieve Desired Level of FDI in 2010?

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

South Africa: Monetary Policy

South African Reserve Bank Holds Rates at 7%

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

Israel: Monetary Policy

Will the Bank of Israel Continue to Hold Rates in Q2 2010?

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

IMF's Expanded Role in Central and Eastern Europe

Politics Endangers IMF Programs in Several Countries

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

Indonesia: Domestic Consumption

Will Robust Domestic Consumption Sustain Indonesia's Positive Growth?

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

Asia's Natural Disaster Preparation

Taiwan's President Shuffles Cabinet In the Wake of Typhoon Morakot

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

Israel: The Shekel (currency)

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

Israel : Middle East and Africa : Markets : Currencies

Malaysia: Manufacturing and Investment

Malaysian Industrial Production Posts Strong January Growth: How Long Will the Run Last?

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

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: Analysts See Polish Zloty Strengthening in 2010

Central Europe : Czech Republic : Europe : Markets : Currencies

Venezuela: The Bolivar (currency)

Will the Bolivar's Formal and Informal Markets Converge?

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: Domestic Politics

Are Labor Laws Constraining Employment Generation in India?

India : South Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political 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 : Macro View : IMF and International Economic Institutions : International Financial Institutions

Thailand: Trade

Thailand Trade Balance: Zero Export Growth in 2009?

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

South Korea: Asset Markets

Will the South Korean Bond Market Continue to See a Flattening Bias?

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

South Africa Current Account

South Africa's Current Account Deficit Falls to 3.2% of GDP in Q3 2009

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

Mexico: Monetary Policy

What Is Mexico's Inflation Outlook?

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

Indonesia: The Rupiah (currency)

Will Indonesia's Rupiah Keep Appreciating?

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

Argentina: Fiscal Policy

What is Argentina Doing to Cover its Financing Needs and Reduce Debt Payments?

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

Central and Eastern European Demographics

Central and Eastern European Demographics: Impact Of Greying And Emigration

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

Turkey: External Accounts

No IMF Deal for Turkey

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

EU Newcomers: Monetary Policy

Eastern Europe: Central Banks on Lookout for Currency Appreciation

Central Europe : Hungary : Poland : Romania : South East Europe : 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

The South African Rand (ZAR)

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

South Africa : Middle East and Africa : Markets : Currencies

Russia: Banking Sector

Russian Banking Sector: More Consolidation On the Way?

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

Singapore: Manufacturing Sector

Singapore’s Industrial Production Continued to Expand in January: Will the Momentum Remain Strong Ahead?

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

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 : Climate Change and Natural Resources

Reform of the European Union

Spain Takes Over EU Presidency on January 1: 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

Singapore: Asset Markets

Does the Singapore Dollar Take Cues from the U.S. Dollar and Capital Flows?

Singapore : South East Asia : Asia/Pacific : Markets

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

Czech Republic: Monetary Policy

Czech National Bank Holds Key Rate at Record-Low 1.0% in January

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

Russia and the EU

U.S.-Russia Ties: Nuclear Disarmament Treaty in Sight?

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

Singapore: Monetary Policy

Singapore’s CPI Moved into Positive Territory in January: Will Inflationary Pressures Pick Up?

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

Saudi Arabia: Fiscal Policy

Saudi Fiscal Stance: Record 2010 Budget

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

South Korea: Labor Market

South Korea’s Unemployment Rate Rose in January: Will the Labor Market Remain Weak in 2010?

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

GCC: Fiscal Policy

Saudi Fiscal Stance: Record 2010 Budget

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

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 : Reserve Diversification

Taiwan: Ties with China

Will Increasing Ties with China Boost Taiwan's Growth?

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

Taiwan: Domestic Politics

Will Taiwan’s Local Election Results Slow Integration with China?

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

Brazil: The Brazilian Real (currency)

Brazil's Inflation Outlook: A Benign Picture?

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

Copenhagen Climate Change Summit

Developing Countries Oppose New Global Deal on Climate Change

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

Sino-Japanese Relations

Will China Save Japan or Seize Economic Leadership of Asia?

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

Peru: Economic Profile

Peru's Credit Ratings and Outlook

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

North Korea: Nuclear Program

Will North Korea Return to the Six-Party Talks?

China : Japan : 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

Russia: Monetary Policy

Russian Inflation Still Muted for Now

Russia : Russia and CIS : Europe : Macro View : Inflation Targeting : Monetary Policy and Inflation

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 : Reserve Diversification

Emerging Markets: Capital Controls, FDI and Capital Flows

Emerging Markets: Are Capital Controls in Fashion Again?

Brazil : Asia/Pacific : Emerging Markets : Latin America : Finance and Banking : Macro View : Capital Flows, FDIs, Capital Controls : External Balance : Financial Systems and Regulation

Mexico: Price Dynamics (Inflation/Deflation)

What Is Mexico's Inflation Outlook?

Mexico : Macro View : Monetary Policy and Inflation

China: Credit Markets

Panda Bonds: Will China Allow More RMB Bonds?

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

Mexico: Fiscal Accounts

How Fast Is Mexico's Economy Recovering?

Mexico : Latin America : Macro View : Fiscal Policy

Chile: Domestic Politics

What's the New President's Plan for Chile?

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

Venezuela: Economic Profile

Is the Venezuelan Banking Sector in Trouble?

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

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 : Options and Futures

The Polish Zloty

Central European Currencies: Analysts See Polish Zloty Strengthening in 2010

Central Europe : Poland : Markets : Currencies

Brazil: Energy Sector

Petrobras' Financing and Spending Plans

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

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

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

MENA: Fiscal Policy

Kuwait’s Fiscal Stance: How High Will the Fiscal Deficit be in Light of the Expansionary Budget?

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

Middle East: Economic Profile

Declining Confidence in MENA: What Can be Done to Help?

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

South Korea: Manufacturing Sector

South Korea’s Industrial Production Sustained Double-Digit Growth in January: Will the Strong Momentum Continue?

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

Venezuela's Regional Clout

Chavez's Nationalizations: Who'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 : 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 : The Maghreb : United States : Asia/Pacific : Latin America : Middle East and Africa : North America

Brazil: Economic Profile

What Is Brazil's Growth Outlook for 2010? What Are the Drivers?

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

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

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

Shanghai Cooperation Organization

Shanghai Cooperation Organization: NATO of the East?

Central Asia : China : Kazakhstan : 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

Politics Endangers IMF Programs in Several Countries

Central Asia : Kazakhstan : 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

In What Direction Will the Philippines' Balance of Payments Swing in 2010?

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

GCC: Corporate Sector

Middle East Private Equity: Where do Prospects Lie?

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

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 : Poverty Reduction

South Korea: Banking Sector

Is South Korea's Banking Sector Well-Equipped to Weather the Global Financial Crisis?

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

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

Saudi Arabian Price Trends: Inflation Starting to Climb Again?

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

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 : International Financial Institutions

Mexico: Economic Profile

What's the Latest on Mexico's Credit Ratings? What About Reforms?

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

South Korea: The Won (currency)

Will the South Korean Won Continue to Appreciate?

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

Malaysia: Fiscal Outlook

Will Malaysia Successfully Achieve both Budget Consolidation and Economic Growth With Budget 2010?

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 : Technological Change

Argentina: External Accounts

State Intervention in Grain Trade: Will it Solve the Farmers' Strike in Argentina?

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

Malaysia: Consumption

Are Manufacturing Woes Putting Pressure on Malaysia’s Labor Market?

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

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 Financial 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

Andean Current Accounts: How Are They Faring?

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

Chile: Monetary Policy

Chilean Monetary Policy: Loose for the Foreseeable Future?

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

Chile: The Chilean Peso (currency)

The Chilean Peso: An Interesting Mix of Forces

Chile : Latin America : Markets : Currencies

Russia and the CIS Countries

Turkmenistan's Gas Politics: Ashgabat Eyeing Western Energy Markets?

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

India: Information Technology Sector

Will Improving Global Conditions Revive India's IT Sector?

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

Chile: Price Dynamics (Inflation/Deflation)

What Is Chile's Inflation Outlook for 2010?

Chile : Latin America : Macro View : Markets : Currencies : Inflation Targeting : 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

South Korea: Corporate Sector

Is South Korean Corporate Sector Healthy?

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

Singapore: Financial Sector

How Resilient Is Singapore's Financial Sector?

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

South Korea: Domestic Politics

How Has the South Korean Government Responded to the Crisis?

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

South Korea: National Pension Service

Will South Korea's Pension Fund Be Successful in Chasing Higher Yields to Boost Returns?

North East Asia : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Demographics, Retirement and Health Care

South Korea: Key Sectors

Will South Korean Automakers Continue to Grab Global Market Share?

North East Asia : South Korea : Asia/Pacific : Macro View : Sectors and Industries : Technological Change

Taiwan: Electronics Sector

Is Taiwan's Electronics Sector Consolidating?

North East Asia : Taiwan : Asia/Pacific : Macro View : Sectors and Industries : Technological Change

Venezuela: Bond Markets

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

Venezuela : Latin America : Markets : Government Bonds

India: Labor Market

Is India's Labor Market Turning Around?

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

India: Airline Sector

Will the Indian Government Bailout the Public Airline?

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

India: Energy Sector

Why is India Struggling to Attract Foreign Investment in the Energy Sector?

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

Indonesia: Manufacturing and Investment

Will FDI Keep Decreasing in Indonesia?

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

Malaysia: Financial Sector

Is Malaysia’s Banking Sector Stabilizing?

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

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

Turkey: Foreign Policy

Is Turkey Moving Away from the West?

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

What Ever Happened to the Nuclear Nonproliferation Treaty?

Will Nuclear Energy Meet Middle East Power Needs?

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

Sino-Russian Relations

What Role Does Oil Play in China-Russia Ties?

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

APEC's Growing Profile

APEC's November Meeting Pushes for Regional Integration and Rebalancing

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

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 Take the Step Forward in Financial Sector Liberalization?

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

Turkey: Banking Sector

Turkey's Banking Sector: How Healthy?

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

Venezuela: Energy Sector

Stalemate Between Oil Companies and Venezuela?

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

Singapore: Real Estate Market

Will Singapore's Residential Sector Continue to Drive the Real-Estate Recovery?

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

Taiwan: Asset Markets

Will Capital Outflows Take Appreciation Pressure off the Taiwan Dollar?

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

Latin America: Monetary Policy

Latin American Monetary Policy Monitor: Is the End of the Easing Cycle Approaching?

Argentina : Brazil : Chile : Mexico : Latin America : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : 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: Will 2010 Be Another Strong Performance Year?

Turkey : Europe : Markets : Equities

Mercosur: South America's Trade Bloc

Will Venezuela Enter Mercosur?

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

Malaysia: Bond Market

Will Malaysia’s Bond Yields Increase in 2010?

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

Thailand: Production

Thai Manufacturing Decline Abates But Still a Long Way Off From Recovery

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

Malaysia: Asset Market

Is Malaysia’s Stock Market Set for a Strong Rally in 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

Emerging Markets: Economic Profile

Turkish Stock Market: Will 2010 Be Another Strong Performance Year?

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

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 : Food and Water Supply

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 Current Accounts in Adjustment: Out of the Danger Zone?

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

Philippines: Domestic Politics

Philippine Population Boom: A Ticking Economic Time Bomb?

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

Philippines: Asset Markets

What Is Spurring the Philippines' Property Boom?

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

Philippines: Investment

Philippine Rice Shortage: A Homegrown Crisis?

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

South Korea: Domestic Consumption

Does Reviving Sentiment in South Korean Consumption Signal Springtime Already?

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

Indonesia: Fiscal Policy

Will Indonesia Maintain High Fiscal Expenditure?

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

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 Does the Future Hold for Indonesia's Oil and Gas Sector?

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

Russian Currency Reserves and Sovereign Wealth

Russia's Sovereign Wealth: Russia Draws on the Reserve Fund

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

Philippines: Economic Profile

Labor Exports: Has the Philippines Maxed Out its Development Strategy?

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

Thailand: Equity Markets

Timeline: Are Thai Stocks Back on an Uptrend?

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

Thailand: Investment

Thai Banking Sector: Cutting Savings Rates?

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

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

Thailand: Domestic Demand

Thai Consumer: Beset with Job Insecurity and Lower Income

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

South Korea: Real Estate Sector

Is South Korea Forming Its Own Property bubble?

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

Thailand: Real Estate

Is Thai Commercial Property Investment Slowing?

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

Thailand: Sovereign Bonds

How Much Money Will the Thai Goverment Borrow?

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

Thailand: The Thailand Baht (currency)

Is the Bank of Thailand Struggling to Contain Thai Baht Appreciation?

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

Thailand: Fiscal Policy

How Much Money Will the Thai Goverment Borrow?

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

Thailand: Financial Sector

Do Thai Banks Still Rely Too Much on Collateral?

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

South Korea: Non-Bank Financial Sector

Will South Korea's Derivatives Market Continue to Grow Robustly?

North East Asia : South Korea : Asia/Pacific : Finance and Banking : Markets

Western European Banks' Support of their Eastern Counterparts

Greek Banks: Could Downgrade to BBB Lead to a Downward Spiral?

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

MENA: Equity Markets (Non-GCC)

Syrian Stock Exchange Moves Forward Despite Low Liquidity and Trading Volume

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

Jordan: Economic Profile

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

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

Slovakia: Economic Profile

Slovakia Outlook: Return to Positive Annual Growth Expected in 2010

Central Europe : Eurozone : Slovakia : Europe : Macro View : Growth Outlook and Business Cycle

Israeli-Palestinian Conflict

Timeline: The Israeli-Palestinian Conflict

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

Uruguay: Bond Markets

The View of Uruguay by Rating Agencies

Uruguay : Latin America : Markets : Government Bonds

GCC: Sovereign Funds

Abu Dhabi's Investment Authority (ADIA) Opening Up?

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's at Stake for 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

Ecuador: Economic Profile

Who Is Lending to or Investing in Ecuador?

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

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

Saudi Arabia: Reserves and Sovereign Wealth

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

GCC: Exchange Rate Regimes

GCC Monetary Union: Agreement Finally Signed, Will a Single Currency Come To Life Soon?

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

GCC Inflation: Will A Weak Dollar Re-Ignite Inflation Risks

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

Colombia: Colombia's Peso (currency)

Colombia's Peso Outlook

Andean : Colombia : Latin America : Markets : Currencies

Brazil: Energy Sector

How Significant Are Brazil's New Oil Regulations?

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

Uruguay: Economic Profile

Prospects for Uruguayan 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

Mexico: Corporate Bond Market

Mexico's Corporate Bond Market Outlook

Mexico : Latin America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance

Ecuador: Oil Sector

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

Russia: Fiscal Policy

Russian Debt: Heading Back to the Market

Russia : Europe : Macro View : Fiscal Policy

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: Domestic Politics

Pre-Election Buzz Begins in Brazil

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

Brazil: Equity Markets

Brazilian Equities: A Look at the Bovespa

Brazil : Latin America : Markets : Equities

Brazil: Fiscal Policy

Are Brazil's Fiscal Accounts Sound?

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

Eastern Europe: Equity Markets

CEE Stock Markets: Strong 2009 Performance, Expectations for 2010?

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

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 Politics: A New Political Stalemate in Sight

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

Turkey and Geopolitical Energy Issues

Shifting Alliances and Energy Blackmailing in Central Asia: Azerbaijan Warns Turkey and Europe on Gas Supplies

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

The Asia-Pacific Strategic Balance

Will Rising North-South Korea Tensions Harm Economic Development?

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

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 Financial Institutions : International Organizations : International Trade and Globalization

Russian Trade and External Balance

Russian Current Account Surplus: Shrinking?

Russia : Russia and CIS : Europe : Macro View : Current Account : External Balance : International Trade and Globalization

Russian Investment

Russian Rules for Strategic Investment

Russia : Russia and CIS : Europe

Argentina's Debt Default

International Reserves, Private Deposits and the Argentine Peso

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

Mexico's Bolsa

Mexico's Bolsa

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

Copper

Copper Prices on the Upside

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

The League of Arab States (Arab League)

UAE Trade and Investment with Iran

Egypt : Gulf Cooperation Council : Iran : Iraq : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Saudi Arabia : Sub-Saharan Africa : The Maghreb : 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 : Saudi Arabia : The Maghreb : 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 : South Africa : Sub-Saharan Africa : The Maghreb : Middle East and Africa

Mexico's Domestic Politics

Swine Flu Epidemic: Impact on Mexico's Economy

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

U.S.-Mexico Relations

Mexican Remittances and the Flow of Immigrants

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

IMF Funding: SDR Bonds Likely to Boost Lending Capacity***

Brazil : Latin America

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***

Latin America : Mexico : Venezuela

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's Economic Profile

Israel’s Composite State of the Economy Index Rises: Robust Recovery Ahead

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

Israel: Fiscal Policy

Will Israel's Budget Deficit Improve in 2010?

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

RGE Analysis

Saudi Arabia: Q1 2010 Outlook

By Rachel Ziemba and Ayah El-Said 1/30/2010

Saudi Arabia : Middle East and Africa : Macro View

China: Q1 2010 Outlook

By Rachel Ziemba and Adam Wolfe 2/9/2010

China : Asia/Pacific : Macro View

Israel: Q1 2010 Outlook

By Rachel Ziemba and Ayah El-Said 1/30/2010

Israel : Middle East and Africa : Macro View

Jordan: Q1 2010 Outlook

By Ayah El-Said 1/30/2010

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

Lebanon: Q1 2010 Outlook

By Ayah El-Said 1/30/2010

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

Turkey: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Turkey : Europe : Macro View

Brazil: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Brazil : Latin America : Macro View

Egypt: Q1 2010 Outlook

By Ayah El-Said 1/30/2010

Egypt : Middle East and Africa : Macro View

Russia: Q1 2010 Outlook

By Rachel Ziemba 1/30/2010

Russia : Europe : Macro View

Argentina: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Argentina : Latin America : Macro View

Mexico: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Mexico : Latin America : Macro View

South Africa: Q1 2010 Outlook

By Kavitha Cherian 1/30/2010

South Africa : Middle East and Africa : Macro View

Chile: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Chile : Latin America : Macro View

Colombia: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Colombia : Latin America : Macro View

Syria: Q1 2010 Outlook

By Rachel Ziemba and Ayah El-Said 1/30/2010

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

Indonesia: Q1 2010 Outlook

By Arpitha Bykere 1/30/2010

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

Taiwan: Q1 2010 Outlook

By Adam Wolfe 1/30/2010

Taiwan : Asia/Pacific : Macro View

South Korea: Q1 2010 Outlook

By Hyungyu Kim and Arpitha Bykere 1/30/2010

South Korea : Asia/Pacific : Macro View

Czech Republic: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Czech Republic : Europe : Macro View

India: Q1 2010 Outlook

By Arpitha Bykere 1/30/2010

India : South Asia : Asia/Pacific : Macro View

Hungary: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Hungary : Europe : Macro View

Poland: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Poland : Europe : Macro View

Slovakia: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Slovakia : Europe : Macro View

Philippines: Q1 2010 Outlook

By Mikka Pineda 1/30/2010

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

Singapore: Q1 2010 Outlook

By Arpitha Bykere 1/30/2010

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

Thailand: Q1 2010 Outlook

By Mikka Pineda 1/30/2010

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

Malaysia: Q1 2010 Outlook

By Arpitha Bykere 1/30/2010

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

Latin America: What’s Coming Up?

By Bertrand Delgado 2/8/2010

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

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

By Bertrand Delgado and Juan L. Maldonado 2/9/2010

Brazil : Chile : Mexico : Venezuela : Emerging Markets : Latin America : Macro View : Monetary Policy and Inflation

Latin America: What's Coming Up?

By Bertrand Delgado and Juan L. Maldonado 2/12/2010

Argentina : Chile : Mexico : Peru : Latin America : Macro View

China: No Exit

By Adam Wolfe 2/19/2010

China : Asia/Pacific : Emerging Markets : Macro View : Fiscal Policy : Growth Outlook and Business Cycle : Monetary Policy and Inflation

Latin America: What's Coming Up?

By Bertrand Delgado and Juan L. Maldonado 2/19/2010

Andean : Argentina : Brazil : Chile : Colombia : Mexico : Venezuela : Emerging Markets : Latin America : Finance and Banking : Macro View : Currencies : Growth Outlook and Business Cycle : Monetary Policy and Inflation : Oil and Energy

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

By Bertrand Delgado and Juan Lorenzo Maldonado 2/26/2010

Andean : Argentina : Bolivia : Brazil : Chile : Colombia : Venezuela : Emerging Markets : Latin America : Macro View : Growth Outlook and Business Cycle : Inflation Targeting

LatAm: Never a Dull Moment

By Bertrand Delgado and Juan Lorenzo Maldonado 3/2/2010

Andean : Argentina : Brazil : Chile : Colombia : Mexico : Emerging Markets : Latin America : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation

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

By Bertrand Delgado and Juan Lorenzo Maldonado 3/4/2010

Andean : Argentina : Brazil : Chile : Colombia : Ecuador : Mexico : Uruguay : Venezuela : Emerging Markets : Latin America : Macro View : FX Reserves and Sovereign Wealth : Growth Outlook and Business Cycle : Monetary Policy and Inflation

LatAm: What’s Coming Up? (Week of March 8, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado 3/5/2010

Argentina : Brazil : Peru : Venezuela : Latin America : Currencies : Growth Outlook and Business Cycle : Inflation Targeting

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba 3/9/2010

China : United States : Asia/Pacific : North America : Markets : Capital Flows, FDIs, Capital Controls : Government Bonds

China: What to Expect from the February Data

By Adam Wolfe and Rachel Ziemba 3/9/2010

China : Asia/Pacific : Emerging Markets : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation

LatAm: Waiting on Hikes and Surveying Quake Damage

By Bertrand Delgado and Juan Lorenzo Maldonado 3/9/2010

Andean : Argentina : Brazil : Chile : Colombia : Mexico : Venezuela : Emerging Markets : Latin America : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation

LatAm: Brazil Strides Forward, Chile Treads with Caution

By Bertrand Delgado and Juan Lorenzo Maldonado 3/11/2010

Andean : Argentina : Brazil : Chile : Colombia : Mexico : Peru : Venezuela : Emerging Markets : Latin America : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation

LatAm: All Eyes on the Central Banks

By Bertrand Delgado and Juan Lorenzo Maldonado 3/12/2010

Andean : Argentina : Brazil : Chile : Colombia : Peru : Venezuela : Emerging Markets : Frontier Markets : Latin America : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda 3/15/2010

Australia : Bolivia : China : United States : Asia/Pacific : Latin America : North America : Markets : Other Commodities

U.S.-China Tensions: Co-Dependency Pains

By Rachel Ziemba and Adam Wolfe 3/16/2010

China : United States : Climate Change : External Balance : Foreign Policy and Geostrategic Risks : FX Reserves and Sovereign Wealth : Government Bonds

LatAm: Do Brazil's Numbers Add up to a March Hike?

By Bertrand Delgado and Juan Lorenzo Maldonado 3/16/2010

Andean : Argentina : Brazil : Chile : Colombia : Mexico : Peru : Venezuela

After Hike, Malaysia Central Bank Plays Waiting Game

By Arpitha Bykere 3/17/2010

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

Responses to Sovereign Wealth Funds: Are 'Draconian' Measures on the Way?

Rachel Ziemba 11/15/2007

Canada : China : Kuwait, Qatar, Bahrain, Oman : North East Asia : Norway : Russia : Russia and CIS : United States : Europe : Middle East and Africa : North America : Macro View : FX Reserves and Sovereign Wealth

The Chinese Conundrum: External Financial Strength, Domestic Financial Weakness

Brad Setser 4/15/2006

China : North East Asia : Asia/Pacific : Macro View : Current Account : External Balance

How Will an RMB Revaluation Affect Other Asian Currencies?

Nouriel Roubini 5/3/2006

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

Estimating the Currency Composition of China's Reserves

Brad Setser 5/15/2007

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

Why China Should Abandon Its Dollar Peg

Nouriel Roubini 1/14/2007

China : North East Asia : United States : Asia/Pacific : North America : Markets : Currencies

What is the Risk of a Currency and Financial Crisis in Hungary?

Nouriel Roubini and Christian Menegatti 6/1/2006

Central Europe : Hungary : Europe : Macro View : Markets : Currencies : Systemic Risk, Vulnerabilities and Asset Bubbles

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

Adam Wolfe and Rachel Ziemba 9/22/2009

China : Asia/Pacific : Emerging Markets : Macro View : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles

The China Effect

Rachel Ziemba 8/25/2009

China : Asia/Pacific : Macro View : Markets

Thai Public Finance: Can Thailand Afford Another Political Crisis?

Mikka Pineda 4/1/2009

Thailand : Asia/Pacific : Emerging Markets : Fiscal Policy : Government Bonds

How Far Will Remittances to the Philippines Fall in 2009?

Mikka Pineda 3/2/2009

Philippines : South East Asia : Asia/Pacific : Development Challenges : Labor Markets and Productivity

GCC Sovereign Funds: Reversal of Fortune

Brad Setser and Rachel Ziemba 1/31/2009

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : United Arab Emirates : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth

SWF Watch in the Midst of Financial Crisis

Rachel Ziemba 11/30/2008

Russia : Asia/Pacific : Europe : Geostrategic and Long Term Issues : Macro View : Energy Security and Supply Risks : FX Reserves and Sovereign Wealth

Cost of India's Burgeoning Foreign Exchange Reserves: What to do With so Many Reserves?

Arpitha Bykere 3/31/2008

India : South Asia : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth

Asia is Learning the Wrong Lessons From its 1997-1998 Financial Crisis: The Rising Risks of a New and Different Type of Financial Crisis in Asia

Nouriel Roubini 5/31/2007

China : Malaysia : Philippines : Singapore : Thailand : Asia/Pacific : Macro View : Current Financial Crisis : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Pragmatism or Populism: Which Will be the New Latin America's Dominant Ism?

Nouriel Roubini 5/11/2006

Andean : Argentina : Bolivia : Brazil : Chile : Colombia : Ecuador : Mexico : Peru : Uruguay : Venezuela : Latin America : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks

The Chinese Proposal for a New Global Super Currency

Nouriel Roubini 6/26/2009

China : Asia/Pacific : Markets : Currencies

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 4/13/2009

Gulf Cooperation Council : Saudi Arabia : Emerging Markets : Middle East and Africa : Finance and Banking : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles

The Chinese Devil Wears Prada: Why 0% Growth is the New Size 6.8%

Nouriel Roubini 1/22/2009

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

Ruble Trouble in Russia: The Inconsistent Trinity at Work and the Need for a 20-25% Currency Depreciation

Nouriel Roubini 12/8/2008

Russia : Europe : Markets : Currencies

The Rising Risk of a Hard Landing in China: The Two Engines of Global Growth – U.S. and China – are Now Stalling

Nouriel Roubini 11/4/2008

China : United States : Asia/Pacific : North America : Macro View

How to Prevent a Financial Crisis in Hungary That Would Lead to Serious Financial Contagion in Emerging Europe

Nouriel Roubini 10/21/2008

Central Europe : Hungary : Europe : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles

Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing

Nouriel Roubini 6/25/2008

Baltics : Bulgaria : Central Europe : Eurozone : Hungary : Ireland : Italy : Japan : New Zealand : Portugal : Romania : Spain : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Rising Risk of Military Confrontation Between Israel and Iran?

Nouriel Roubini 6/18/2008

Iran : Israel : Middle East and Africa : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Terrorism, Civil Strife and Security

Will Israel Attack Iran’s Nuclear Facilities Before the End of the Bush Administration? Joschka Fischer Argues Yes

Nouriel Roubini 6/2/2008

Iran : Israel : Middle East and Africa : Geostrategic and Long Term Issues : Nuclear Proliferation : Terrorism, Civil Strife and Security

Turkey’s Policy Rate at All-Time Low: Is the Central Bank Pushing on a String?

Mary Stokes 9/21/2009

Turkey : Europe : Macro View : Monetary Policy and Inflation

The People's Republic Turns 60: A New Era for China?

Adam Wolfe 9/30/2009

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

Will China Control the World's Rare Metals?

Monika Brown 9/14/2009

China : Asia/Pacific : Markets : Gold and Precious Metals : Other Commodities

Turkey's EU Dreams and European Energy Security: In the Pipeline?

Jelena Vukotic 9/10/2009

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

Will India Get Back to 9% Growth?

Arpitha Bykere 9/8/2009

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

Turkey's Banking Sector: Picture of Health

Mary Stokes and David Rogovic 8/5/2009

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

Six Crises, 2009: A Half-Dozen Ways Geopolitics Could Upset Global Recovery

Michael Moran 7/31/2009

Iran : Iraq : Israel : Mexico : North East Asia : Pakistan : Russia : Russia and CIS : South Korea : Asia/Pacific : Europe : Latin America : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles : Terrorism, Civil Strife and Security

What's on the Table at the U.S.-China Strategic and Economic Dialogue (S&ED)?

Rachel Ziemba and Adam Wolfe 7/24/2009

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

Chinese Reserves: Boiling Over Again?

Rachel Ziemba 7/15/2009

China : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth : Growth Outlook and Business Cycle

China's GDP Growth and Electricity Contraction: Not a Contraction After All?

Adam Wolfe and Rachel Ziemba, with contributions from Italo Lombardi 7/15/2009

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

BRICs in the Monitor

RGE Analyst Team 6/16/2009

Brazil : China : India : North East Asia : Russia : South East Asia : Asia/Pacific : Europe : Latin America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Russia's Reserve Currency Idea

Rachel Ziemba 6/8/2009

Russia : Russia and CIS : Europe : Markets : Currencies

Chile - The Q1 2009 GDP Figures: Any Good News?

Bertrand Delgado and Italo Lombardi 5/19/2009

Chile : Latin America : Macro View

Brazil and China: Moves Towards a New Economic Order?

Rachel Ziemba 5/18/2009

Brazil : China : North East Asia : Latin America : Macro View

Stress-Testing Islamic Finance

Ayah el Said and Rachel Ziemba 5/10/2009

Turkey : Europe : Middle East and Africa : Finance and Banking : Banks and Risk Management

China's Sluggish Q1 Reserve Growth

Rachel Ziemba 4/12/2009

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

China's Resource Buys

Rachel Ziemba 2/21/2009

Brazil : China : Russia : Russia and CIS : Asia/Pacific : Europe : Latin America : Markets : Oil : Oil and Energy

Will China be the First to Recover?

Rachel Ziemba 2/17/2009

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

Is This the End of the Central Bank of Egypt's Tightening Cycle?

Ayah el Said 2/11/2009

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

Russia and Kazakhstan: A Tale of Two Devaluations

Rachel Ziemba and Kavitha Cherian 2/8/2009

Kazakhstan : Russia : Russia and CIS : Europe : Markets : Currencies

Parsing the Chinese Hard Landing

Rachel Ziemba 1/25/2009

China : Asia/Pacific

Saudi 2009 Budget: Deficit-Bound

Rachel Ziemba 12/29/2008

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Macro View : Fiscal Policy

Can Russia Avoid a Hard Landing?

Rachel Ziemba 11/28/2008

Russia : Russia and CIS : Emerging Markets : Europe : Macro View : Current Account : External Balance : FX Reserves and Sovereign Wealth

More on the Chinese Fiscal Stimulus

Rachel Ziemba 11/15/2008

China : North East Asia : Macro View : Fiscal Policy

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

Italo Lombardi 10/27/2008

Andean : Argentina : Brazil : Chile : Colombia : Mexico : Venezuela : Emerging Markets : Latin America : Macro View : Monetary Policy and Inflation

What's the Matter With Hungary?

Mary Stokes 10/27/2008

Central Europe : Hungary : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

How Risky is Turkey's Current Account Deficit?

Mary Stokes 10/14/2008

Turkey : Europe : Macro View : Current Account : External Balance

Russia's Bailout Package Just Keeps Getting Bigger

Rachel Ziemba and Kavitha Cherian 10/8/2008

Russia : Russia and CIS : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

U.S.-India Nuclear Accord: Nonproliferation Disaster or Landmark Deal?

Kavitha Cherian 10/3/2008

India : South East Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Nuclear Proliferation

SWF Watch: Government of Singapore Investment Corporation (GIC)

Rachel Ziemba 9/22/2008

Singapore : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth

Russia: In Crisis Mode

Rachel Ziemba and Kavitha Cherian 9/18/2008

Russia : Russia and CIS : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Brazilian Fiscal Accounts Booming

Italo Lombardi 8/25/2008

Brazil : Latin America : Macro View : Fiscal Policy

One Year Later, Still Crunch Time

Christian Menegatti, Elisa Parisi-Capone and Rachel Ziemba 8/22/2008

China : North East Asia : Asia/Pacific : Macro View : Current Account : External Balance

As 08.08.08 Approaches

Rachel Ziemba and Kavitha Cherian 8/7/2008

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

Is China Suffering an Olympic Shock?

Rachel Ziemba 8/5/2008

China : North East Asia : Asia/Pacific : Finance and Banking : Corporate Finance

Editor's Pick: Politics Pressuring the Renminbi?

Rachel Ziemba 5/30/2008

China : Asia/Pacific : Geostrategic and Long Term Issues : Markets : Currencies : Domestic Politics and Political Risks

Brazil, OPEC and Oil Fundamentals

Rachel Ziemba 5/12/2008

Brazil : Latin America : Markets : Oil : Oil and Energy

Russia Goes Global

Rachel Ziemba 5/5/2008

Russia : Russia and CIS : Europe : Macro View : Current Account : External Balance : FX Reserves and Sovereign Wealth

The New Saudi Investment Vehicle (SIV)

Rachel Ziemba 4/28/2008

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

Natural Gas; Asian Equities; Japanese Exports; U.S. Inequality; Bolivian Referendum

Christian Menegatti 4/24/2008

Andean : Bolivia : Japan : North East Asia : United States : Asia/Pacific : North America : Markets : Equities : Natural Gas : Oil and Energy

Oil Supply; Agricultural Commodities; Inflation in Asia; Brazil COPOM Hike; Emerging Europe Inflation

Christian Menegatti 4/17/2008

Brazil : Asia/Pacific : Europe : Latin America : Geostrategic and Long Term Issues : Macro View : Markets : Climate Change and Natural Resources : Energy Security and Supply Risks : Food and Water Supply : Monetary Policy and Inflation : Oil and Energy

ECB, BoT, BoK, BoE, BoJ; China; Mexico; Iceland

Christian Menegatti 4/10/2008

China : Iceland : Mexico : Nordics : North East Asia : Asia/Pacific : Europe : Latin America : Finance and Banking : Macro View

NATO; U.S. Employment; Peru Investment Grade; Hungary Political Turmoil

Christian Menegatti 4/3/2008

Andean : Central Europe : Hungary : Peru : United States : Europe : Latin America : North America : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : International Organizations : Labor Markets and Productivity

Beating on the Thai Baht Conundrums (Part 1)

Mikka Pineda 11/5/2007

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

Editor's Pick: Rising Tigers of the Chinese Banking Sector

Rachel Ziemba 3/31/2008

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

Iceland: Crisis Ahead?; Egypt's Inflation Troubles; Japan's Political Standoff; Argentina's Rural Strike

Christian Menegatti 3/27/2008

Argentina : Egypt : Iceland : Japan : Nordics : North East Asia : Asia/Pacific : Europe : Latin America : Middle East and Africa : Geostrategic and Long Term Issues : Macro View

Still Buying Treasuries

Rachel Ziemba 3/17/2008

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

Background on Thailand's Political Crisis

Mikka Pineda 4/15/2009

Thailand : Asia/Pacific : Emerging Markets : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Terrorism, Civil Strife and Security

Beating on the Thai Baht Conundrums (Part 2)

Mikka Pineda 12/8/2007

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

South Korea on the Cusp of its Own Credit Crunch?

Mikka Pineda 12/11/2007

North East Asia : South Korea : Asia/Pacific : Emerging Markets : Finance and Banking : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles

East Asian Bank Sector Reform Since 1997

Mikka Pineda 7/22/2009

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

Accrual Accounting for Governments

Mikka Pineda 10/16/2007

Australia : Japan : New Zealand : North East Asia : Pacific : Philippines : Asia/Pacific : Macro View : Markets : Fiscal Policy : Government Bonds

Latin America: Weathering the Storm but Not the Hurricane

By Bertrand Delgado 5/29/2007

Argentina : Bolivia : Brazil : Chile : Colombia : Ecuador : Mexico : Peru : Uruguay : Venezuela : Latin America : Macro View : Growth Outlook and Business Cycle

Chinese Monetary Policy: Little Effect on Overcapacities, and Risks of Blowing a Property Bubble

Adam Wolfe and Rachel Ziemba 10/21/2009

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

Are Capital Controls in Fashion Again?

RGE Analyst Team 10/28/2009

Andean : Argentina : Bolivia : Brazil : Chile : Colombia : Ecuador : Mexico : Peru : Philippines : Portugal : Uruguay : Venezuela : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : Macro View : Capital Flows, FDIs, Capital Controls : External Balance

CNBC Squawk Box Interviews with RGE's Rachel Ziemba, Jim Rogers and others Discussing China at 60

Rachel Ziemba 10/7/2009

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

Global Monetary Policy Outlook

The RGE Analyst Team 11/11/2009

Andean : Brazil : Chile : Colombia : Mexico : Peru : Advanced Economies : Emerging Markets : Macro View : Monetary Policy and Inflation

Chile - Going into the Q1 2009 GDP Figures: Any Good News?

Bertrand Delgado and Italo Lombardi 5/19/2009

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

Mexico: Headline Inflation Surprised to the Downside but Core CPI Remained Sticky in January

Italo Lombardi and Bertrand Delgado 2/10/2009

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

Bolivia: Economic Consequences of the New Constitution

Juan Antonio Morales and Thomas Trebat 2/6/2009

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

What is China's Exit Strategy?

Adam Wolfe and Rachel Ziemba 11/16/2009

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

Latin American CDS: Fully Recovered, What Are the Risks?

Alejandro Rivera, Elisa Parisi-Capone and Bertrand Delgado 11/13/2009

Andean : Bolivia : Brazil : Colombia : Ecuador : Mexico : Peru : Uruguay : Venezuela : Latin America : Macro View

Obama Tours Asia with a Full Agenda

RGE Analysts 11/18/2007

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

Turkey Fiscal Deterioration: More than Just Cyclical?

By Mary Stokes 11/23/2009

Turkey : Fiscal Policy

Ukraine – Russia Winter Gas Showdowns: No Money, No Gas

By Jelena Vukotic 12/15/2009

Russia : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks

China Macro: 5Qs for 2010

By Adam Wolfe and Rachel Ziemba 12/16/2009

China : Asia/Pacific : Macro View : Capital Flows, FDIs, Capital Controls : Currencies : Fiscal Policy : Inflation Targeting : Oil and Energy

Turkey Demographics: A Mixed Blessing

By Mary Stokes and Murat Vardal 12/28/2009

Turkey : Geostrategic and Long Term Issues : Demographics, Retirement and Health Care : Domestic Politics and Political Risks

Carry Trade Hotspots: A Currency by Currency Forecast for 2010

By Mikka Pineda, Mary Stokes, Bertrand Delgado, Mikko Forss, Kavitha Cherian, Arpitha Bykere and Christian Menegatti 1/4/2010

Brazil : Chile : Indonesia : Japan : Mexico : Norway : Philippines : Poland : South Africa : Sweden : Turkey : United States : Advanced Economies

Come to Mother: An RGE Strategy for the 2010 Carry Trade

Arnab Das, Natalia Gurushina, Jennifer Kapila, Elisa Parisi-Capone 1/4/2010

Brazil : Chile : Indonesia : Japan : Mexico : Norway : Philippines : Poland : South Africa : Sweden : Turkey : United States : Finance and Banking : Banks and Risk Management

RGE Currency Outlook: The Polish Zloty

By Mary Stokes 12/1/2009

Poland : Europe : Currencies

RGE Currency Outlook: The Turkish Lira

By Mary Stokes 1/1/2010

Turkey : Currencies

RGE Currency Outlook: The Brazilian Real

By Bertrand Delgado 1/1/2010

Brazil : Latin America : Currencies

RGE Currency Outlook: The Mexican Peso

By Bertrand Delgado 1/1/2010

Mexico : Latin America : Currencies

RGE Currency Outlook: The Chilean Peso

By Bertrand Delgado 1/1/2010

Chile : Latin America : Currencies

RGE Currency Outlook: The Philippine Peso

By Mikka Pineda 1/1/2010

Philippines : Asia/Pacific : Currencies

RGE Currency Outlook: The Indonesian Rupiah

By Arpitha Bykere 1/1/2010

Indonesia : Asia/Pacific : Currencies

Venezuela Devaluation: Alo Presidente!

By Arnab Das, Bertrand Delgado and Natalia Gurushina 1/11/2010

Argentina : Venezuela : Latin America : Markets : Currencies

Brazil Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Brazil

Argentina Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Argentina

Mexico Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Mexico

Chile Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Chile

Colombia Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Colombia

Czech Republic Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Czech Republic

Hungary Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Hungary

Poland Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Poland

Slovak Republic Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Slovakia

Turkey Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Turkey

Russia Economic Outlook, Q4 2009

Rachel Ziemba 10/7/2009

Russia

China Economic Outlook, Q4 2009

Adam Wolfe, Rachel Ziemba 10/7/2009

China

Taiwan Economic Outlook, Q4 2009

Jane Yoon 10/7/2009

Taiwan

South Korea Economic Outlook, Q4 2009

Jane Yoon 10/7/2009

South Korea

India Economic Outlook, Q4 2009

Arpitha Bykere 10/7/2009

India

Singapore Economic Outlook, Q4 2009

Arpitha Bykere, Jane Yoon 10/7/2009

Singapore

Malaysia Economic Outlook, Q4 2009

Arpitha Bykere, HyunGyu Kim 10/7/2009

Malaysia

Thailand Economic Outlook, Q4 2009

Mikka Pineda 10/7/2009

Thailand

Philipines Economic Outlook, Q4 2009

Mikka Pineda 10/7/2009

Philippines

Indonesia Economic Outlook, Q4 2009

Arpitha Bykere, HyunGyu Kim 10/7/2009

Indonesia

Saudi Arabia Economic Outlook, Q4 2009

Ayah El-Said, Rachel Ziemba 10/7/2009

Saudi Arabia

Egypt Economic Outlook, Q4 2009

Ayah El-Said 10/7/2009

Egypt

Israel Economic Outlook, Q4 2009

Ayah El-Said 10/7/2009

Israel

The Levant Economic Outlook, Q4 2009

Ayah El-Said 10/7/2009

Lebanon, Syria and Jordan

South Africa Economic Outlook, Q4 2009

Kavitha Cherian 10/7/2009

South Africa

Global Imbalances Outlook, Q4 2009

Rachel Ziemba 10/7/2009

China : United States : Advanced Economies : Emerging Markets : Macro View : Current Account : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles

Commodities Outlook, Q4 2009

Monika Brown, Mikka Pineda & Rachel Ziemba 10/7/2009

China : Markets : Agriculturals : Base Metals : Gold and Precious Metals : Natural Gas : Oil : Oil and Energy : Other Commodities

Brazil Economic Outlook, Q3 2009

Bertrand Delgado & Italo Lombardi 7/24/2009

Brazil

Argentina Economic Outlook, Q3 2009

Bertrand Delgado 7/24/2009

Argentina

Mexico Economic Outlook, Q3 2009

Bertrand Delgado 7/24/2009

Mexico

Chile Economic Outlook, Q3 2009

Italo Lombardi 7/24/2009

Chile

Colombia Economic Outlook, Q3 2009

Betrand Delgado 7/24/2009

Colombia

Czech Republic Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Czech Republic

Hungary Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Hungary

Poland Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Poland

Slovak Republic Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Slovakia

Turkey Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Turkey

Russia Economic Outlook, Q3 2009

Rachel Ziemba 7/24/2009

Russia

China Economic Outlook, Q3 2009

Rachel Ziemba 7/24/2009

China

Taiwan Economic Outlook, Q3 2009

Rachel Ziemba 7/24/2009

Taiwan

South Korea Economic Outlook, Q3 2009

Mikka Pineda 7/24/2009

South Korea

India Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

India

Singapore Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

Singapore

Malaysia Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

Malaysia

Thailand Economic Outlook, Q3 2009

Mikka Pineda 7/24/2009

Thailand

Philippines Economic Outlook, Q3 2009

Mikka Pineda 7/24/2009

Philippines

Indonesia Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

Indonesia

Saudi Arabia Economic Outlook, Q3 2009

Ayah El-Said & Rachel Ziemba 7/24/2009

Saudi Arabia

Egypt Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

Egypt

Israel Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

Israel

The Levant Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

Lebanon, Syria and Jordan

South Africa Economic Outlook, Q3 2009

Kavitha Cherian 7/24/2009

South Africa

Global Commodities Outlook, Q3 2009

Mikka Pineda & Rachel Ziemba 7/24/2009

China : Markets : Agriculturals : Base Metals : Gold and Precious Metals : Natural Gas : Oil : Oil and Energy : Other Commodities

Global Imbalances Outlook, Q3 2009

Rachel Ziemba 7/24/2009

China : United States : Advanced Economies : Emerging Markets : Macro View : Current Account : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles

The Greece Dilemma: Sovereign Debts Imperiling the Euro and Challenging EU Ties

By Arnab Das, Elisa Parisi-Capone and Natalia Gurushina 1/19/2010

Eurozone : Greece : Israel : Turkey : Europe : Finance and Banking : Markets : Banks and Risk Management : Currencies : Fiscal Policy : FX Reserves and Sovereign Wealth

Comparing 2010 Growth Forecasts for Major Economies

By Rachel Ziemba, Elisa Parisi-Capone, Christian Menegatti, Arpitha Bykere, Bertrand Delgado and Mikka Pineda 1/21/2010

Brazil : China : Eurozone : India : Japan : Russia : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : North America : Macro View : Growth Outlook and Business Cycle

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

By Adam Wolfe and Rachel Ziemba 1/25/2010

China : Asia/Pacific : Emerging Markets : Macro View : Capital Flows, FDIs, Capital Controls : Currencies : Current Account : FX Reserves and Sovereign Wealth : Inflation Targeting : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles

EconoMonitors

Global Macro EconoMonitor

Martin Wolf: China, Germany Commiting World to Deflation

Yves Smith Mar 17, 2010

Global Macro EconoMonitor

Can External Pressure Precipitate Change in a Command Economy Like China?

Edward Harrison Mar 17, 2010

Emerging Markets Monitor

How Will an RMB Revaluation Affect China, the US, and the World?

Michael Pettis Mar 17, 2010

RGE Analysts' EconoMonitor

U.S.-China Tensions: Co-Dependency Pains

Adam Wolfe and Rachel Ziemba Mar 17, 2010

Emerging Markets Monitor

The Currency Play - Act 1, Scene I

Rebecca Wilder Mar 16, 2010

Asia EconoMonitor

Fox Business Interview with RGE's Rachel Ziemba Discussing China's Bubbles

Rachel Ziemba Mar 15, 2010

Peterson Institute for International Economics Monitor

China’s Dollar Leverage Is an Exaggerated Threat

Steve Weisman and Joseph E. Gagnon Mar 15, 2010

RGE Analysts' EconoMonitor

Still Buying Treasurys…

Rachel Ziemba Mar 15, 2010

Europe EconoMonitor

The End of a Long-Running Soap Opera

Emre Deliveli Mar 12, 2010

Europe EconoMonitor

The German Economy Is Essentially "Intact"

Edward Hugh Mar 11, 2010

Daily Digest

Analysis

President Obama’s Visit to Indonesia: Putting the Country on the Map

Brookings  Lex Rieffel Mar 10, 2010

Analysis

CEEMEA: Why Trade Matters

Morgan Stanley  Mar 16, 2010

Blogs

Why I Am an Export Pessimist

Seeking Alpha  Mar 16, 2010

Analysis

In Moscow Talks, Iran Looms

Council on Foreign Relations  Stephen Sestanovich Mar 17, 2010

Analysis

Who is Running Egypt While President Mubarak Recovers?

Carnegie Endowment for International Peace  Nathan Brown Mar 17, 2010

Opinions

5 Reasons Why Russia Isn’t China

The Moscow Times  Yevgeny Bazhanov Mar 15, 2010

News

Russia's Economic Development Minister says economy may grow 4.5% in ’10

The Moscow Times  Irina Filatova Mar 17, 2010

Analysis

Lessons from Asian Financial Experience

School of Advanced International Studies, Johns Hopkins University  Anne Krueger Jul 11, 2009

Analysis

OPEC Leaves Quotas Unchanged, Despite Big Inventory

New York Times  Jad Mouawad Mar 17, 2010

News

Greece and Poland top list of EU farm money clawbacks

EU Observer  Valentina Pop Mar 17, 2010

News

Taiwan to use Africa as back door for carbon credits

Reuters  Ralph Jennings Mar 17, 2010

Opinions

China and India to report their global warming pollution every two years

Grist  Jake Schmidt Mar 16, 2010

Analysis

Russian Corruption 'May Force Western Firms to Quit'

The Moscow Times  Mar 16, 2010

Analysis

Ten Russian Propositions

Chatham House  Feb 1, 2010

Analysis

Relations between America and Israel reach a low point

Economist  Mar 17, 2010

Blogs

There’s oil in them thar wealth funds

Reuters Blog  Jan 15, 2010

News

Indonesia's environmental law could cut oil production in half

Oil & Gas Journal  Eric Watkins Mar 17, 2010

Opinions

The USA and Latin America: the decline of greatness

Jamaica Observer  Franklin W Knight Mar 17, 2010

Analysis

Rio Tinto / Chinalco

Financial Times  Mar 16, 2010

Analysis

Saudi Arabia: health care balance

Oxford Business Group  Mar 17, 2010

Analysis

India: 2009 Article IV Consultation - Staff Report; India’s Recovery in Perspective | Economic Outlook | Outlook for Capital Inflows | Inflation: Developments and Outlook | Financial Stability of the Indian Banking System | Financial Sector Reforms

IMF  Mar 17, 2010

Analysis

Syria: public investment planned

Oxford Business Group  Mar 17, 2010

Analysis

China to Restrict Polysilicon Production: Solar demand is growing, but China wants to prevent a bust.

Greentech Media  Coco Liu Mar 17, 2010

Opinions

Clinton's visit does nothing to reassure Latin Americans

The Daily News  Mike Cook Mar 17, 2010

News

Brazil’s Rousseff Narrows Gap With Serra in Poll

Bloomberg  Adriana Brasileiro and Fabiola Moura Mar 17, 2010

Analysis

The Keys to the Kingdom: Unlocking China's Consumer Power

Boston Consulting Group  Mar 17, 2010

News

Goldman Sachs Says Buy ‘Overvalued’ BRIC Currencies

Bloomberg  Michael Patterson Mar 17, 2010

Blogs

How Will an RMB Revaluation Affect China, the US, and the World?

RGE Emerging Markets EconoMonitor  Michael Pettis Mar 17, 2010

News

Montenegro says has given Thaksin citizenship

Reuters  Petar Komnenic Mar 17, 2010

Blogs

Understanding Thailand’s Troubles

Partnership for a Secure America  Alexis Collatos Mar 17, 2010

News

Mexico’s Peso Rises to 16-Month High as Fed Pledges Low Rates

Bloomberg  Ye Xie and Andres R. Martinez Mar 17, 2010

Analysis

South Africa Monthy Currency Outlook: Mulling Over Monetary Policy Tightening

Rand Merchant Bank (via First National Bank)  John Cairns and Nema Ramkhelawan Mar 9, 2010

Blogs

Bloody Protests Taken To Prime Minister's Gate In Thailand

National Public Radio  Mark Memmott Mar 17, 2010

Analysis

South Africa: Business confidence sharply up but narrowly based

Rand Merchant Bank and Beureau for Economic Research  Ettienne le Roux and Carmen Nel Mar 9, 2010

Analysis

South Africa MPC and Growth: A Balancing Act

Rand Merchant Bank  Ettienne le Roux Mar 17, 2010

Opinions

India: How women prioritise

The Financial Express  Sushila Ravindranath Mar 17, 2010

Opinions

India: Why finmin must lead the FSDC

The Financial Express  Ajay Shah Mar 16, 2010

Opinions

South Africa: Consumer confidence comes charging back

First National Bank  Cees Bruggemans Mar 16, 2010

Opinions

India: It’s still the economy

India Express  Dhiraj Nayyar Mar 17, 2010

Analysis

South Africa Retail trade alert: Progress towards zero as expected

Standard Bank  Mar 17, 2010

News

Mexico's President Calderon seeks US help on drugs war

BBC World News  Mar 17, 2010

News

Chile says earthquake and tsunami left 700 dead

The Associated Press  Mar 17, 2010

News

Indonesia targets global sukuk for Sept - official

Reuters  Mar 17, 2010

Opinions

Rethinking RI-US military ties

The Jakarta Post  Ristian Atriandi Mar 17, 2010

Opinions

Indonesia: President Yudhoyono is still unbeatable

The Jakarta Post  Khairil Azhar Mar 17, 2010

News

Singapore: Flush With Cash, Temasek Turns ‘Bullish on Tech’

Jakata Globe  Saeed Azhar Mar 17, 2010

News

Southern Africa: Call for National Oil Companies to Collaborate

allAfrica  Siseko Njobeni Mar 17, 2010

News

More Indonesian Companies Expected to Receive Upgrades to Debt Ratings

Jakata Globe  Yohanes Obor Mar 17, 2010

News

Indonesia President: Tax contribution must rise

Antara News  Mar 17, 2010

News

More Indonesians Expected to Pay Taxes

Jakata Globe  Camelia Pasandaran Mar 17, 2010

News

Africa’s growth lies in agribusiness

Africa Investor  Mar 17, 2010

News

Australia Firms Ready to Invest $1b in Indonesia This Year

Jakata Globe  Irvan Tisnabudi and Camelia Pasandaran Mar 17, 2010

News

Taiwan: S&P questions benefits of signing ECFA with China

Taipei Times  Kevin Chen Mar 17, 2010

Opinions

Taiwan: Is the Cabinet about to implode?

Taipei Times  Mar 17, 2010

Opinions

India: Is Tobin Tax a feasible option?

The Hindu Business Line  Mar 17, 2010

Opinions

India: Constitutional blind-spot

The Hindu Business Line  B. S. Raghavan Mar 17, 2010

News

Taiwan: Board of Central Bank to decide whether to hike interest rates

Ministry of Finance, R.O.C.  Mar 17, 2010

News

Taiwan: Outlook bright for chip and real estate sectors: industry players

Ministry of Finance, R.O.C.  Mar 17, 2010

Opinions

India: RBI’s push for infrastructure financing

The Economic Times  Mar 17, 2010

News

Peru president fires justice minister amid scandal

The Associated Press  Mar 17, 2010

Opinions

India: Stamp of corruption

Business Standard  M J Antony Mar 17, 2010

Analysis

Recommendation for a Council opinion on the updated stability programme of Slovakia, 2009-2012

European Commission, Economic and Financial Affairs  Mar 17, 2010

Opinions

India: ‘Union Budget a balancing act'

The Hindu Business Line  Mar 16, 2010

Opinions

India: Premature power

Business Standard  Shyam Saran Mar 17, 2010

Opinions

Just how dangerous is Mexico?

Foreign Policy  Allyson Benton Mar 17, 2010

News

India: Inflation will reach double digits before cooling: FM

Business Standard  Mar 17, 2010

Opinions

India: Fine-tuning divestment

The Hindu Business Line  Aarati Krishnan Mar 17, 2010

Opinions

India: More credit to SMEs

The Hindu Business Line  Mar 17, 2010

Opinions

S Korea: Tasks Awaiting Kim Choong Soo, BOK Governor Successor

MK English News  Minjeong Song Mar 17, 2010

Opinions

S Korea: New BOK Chief

Korea Times  Mar 17, 2010

Opinions

N Korea: Efforts in vain

The Korea Herald  Mar 17, 2010

News

Goldman Says Buy ‘Overvalued’ BRIC Nation Currencies

Bloomberg  Michael Patterson Mar 17, 2010

News

S Korea: Shouldering debt, contractors teeter on the brink

JoongAng Daily  Jong-seon Ham Mar 18, 2010

News

Inter-Korean Trade Surplus of $790,000, 52% Up

MK English News  Minjeong Song Mar 17, 2010

News

S Korea: Bleak Outlook for Domestic Shipbuilding Industry

MK English News  Minjeong Song Mar 17, 2010

News

SERI: S. Korea to Eye on 4 Industries in Emerging Economies

MK English News  Jin Choi Mar 17, 2010

News

S Korea: Firms not ready for 'fair value' accounting

KDB  Mar 17, 2010

News

S Korea: Jobs inch forward slightly, but young left struggling

JoongAng Daily  Ha-won Jung Mar 18, 2010

News

Serra's lead narrows in Brazil election - poll

Reuters  Vicki Allen, Raymond Colitt, Stuart Grudgings and Natuza Nery Mar 17, 2010

News

Korea to curb impact from commodity prices

The Korea Herald  Yoon-mi Kim Mar 18, 2010

News

Taiwan needs China trade pact to survive, says President Ma

ChannelNewsAsia  Mar 17, 2010

News

Singapore's exports up strongly in February

ChannelNewsAsia  Ryan Huang and Mok Fei Fei Mar 17, 2010

News

PH: Feb BOP deficit at $125-M

ABS CBN News  Mar 17, 2010

Opinions

A stable yuan/dollar exchange rate forever?

East Asia Forum  Ronald I. McKinnon Mar 17, 2010

Opinions

Debt and exit in India’s 2010 Budget

East Asia Forum  Suman Bery Mar 17, 2010

Opinions

Malaysia’s misplaced economic priorities

East Asia Forum  Greg Lopez Mar 17, 2010

Opinions

Southeast Asia Is Becoming China’s Commodities Trading Partner of Choice

Seeking Alpha  Dave Forest Mar 17, 2010

Opinions

South Korea Ambitiously Guns for Smart Grid Finish Line

Seeking Alpha  Mar 17, 2010

Opinions

Indonesia economy: Century case to hurt investor confidence - experts

EIU  Mar 16, 2010

Opinions

Russia/India economy: Flourishing partnership

EIU  Mar 16, 2010

News

China’s Silicon Valley?

Plus 8 Star  Feb 1, 2010

Analysis

China economy: Balancing act

EIU  Mar 17, 2010

News

Lift Malaysia's competitiveness: Daim

Business Times  Mar 17, 2010

RGE GLOBAL ECONOMIC OUTLOOK

Table of Contents

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

Global Issues
Growth and CPI | Commodities | Trade | Imbalances

FEATURED ISSUE

Featured Briefing Image

Featured Analysis

Housing Starts: No Reason to Expect a Strong Recovery in 2010

Prajakta Bhide Jan 20, 2010

“On a nationwide basis, the inventory overhang will impede a sharp rebound in residential investment.”

Featured EconoMonitor Post

Nouriel Roubini's EconoMonitor

States of Risk

Nouriel Roubini Mar 17, 2010

The Great Recession of 2008-2009 was triggered by

[...]

FEATURED @ RGE

United States: Fiscal Stimulus

Congress Doles Out More Fiscal Stimulus: A Boost to Job Creation?

Latvia: Economic Profile

Latvia Back in Crisis Mode: Ruling Coalition Collapses

Oil Supply

OPEC Still on Hold but Discipline Waning?

Japan: Monetary Policy

Quantitative Easing Returns to Japan: A Losing Battle Against Deflation?

China: The Renminbi

Renminbi Politics: How Tough Will the U.S. Be?

Defining Currency Manipulation

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