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Emerging Markets

Featured Content

Emerging Markets: Economic Profile

Turkish Stock Market: What a Difference a Year Makes

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

Fitch 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

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

Eastern Europe: Banking Sector

Jitters in Greece: Spillover Effects to CEE?

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

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

China: Fiscal Policy

Crouching Local Debts, Hidden Risks

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

Malaysia: External Account

Malaysia’s Exports Witnessed Double-digits Growth in December: Is Export Growth Sustainable in 2010?

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

China: Banking Sector

How Solid Are Chinese Banks?

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

Turkey: Economic Profile

Turkish Industrial Production: Sharp 25% YoY Rise in December

Turkey : Europe : 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 : IMF and International Economic Institutions : International Organizations

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

India: Bond Market

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

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

China: Economic Profile

Could China Face a ‘Minsky Moment’?

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

China: Economic Statistics

Chinese Data Discrepancies Exacerbated During Global Downturn?

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

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

Syria: Economic Outlook

Can Syria Diversify Away From Oil?

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

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

Taiwan: Monetary Policy

Inflation (Barely) Returns to Taiwan

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

China: Manufacturing and Industrial Production

How Strong Is China's Manufacturing Sector?

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

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

Indonesia: Monetary Policy

Indonesia's Bank Rate Unchanged in February: When Will the Central Bank Begin Tightening?

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

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

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

Central Europe: Bond Markets

Central Europe: Sovereign Bond Issuance on the Rise

Central Europe : Czech Republic : Hungary : Poland : Slovakia : Europe : Markets : Government Bonds

South Korea: External Accounts

South Korea’s Exports Accelerate in January: How Strong Will They Be in 2010?

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

Indonesia: Banking Sector

Is Credit Growth Still Subdued in Indonesia?

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

China: Trade Politics

Is the Cost of Doing Business in China Rising for Foreign Companies?

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

China: The Renminbi

Renminbi Politics: Getting Tough on the RMB Again?

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

Poland: Economic Profile

Poland: Better-than-Expected GDP Growth of 1.7% in 2009

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

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: Economic Profile

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

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

Eastern European Currencies

Jitters in Greece: Spillover Effects to CEE?

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

U.S.-China Relations

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

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

South Africa Electricity Dilemma

Will Eskom’s Proposed Electricity Tariff Hike Derail the Recovery?

South Africa : Middle East and Africa : Macro View

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

Thailand: Domestic Politics

Ex- Thailand PM Thaksin Traveling Too Close for Comfort?

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

India: Monetary Policy

India Raises Bank Reserve Ratio in January: When Will Rate Hikes Begin?

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

Turkey: Bond Market

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

Turkey : Europe : Markets : Government Bonds

Poland: Fiscal Policy

Poland's Deteriorating Fiscal Position: New Spending Rule Announced

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

The Turkish Lira

Turkish Lira: What's Driving the Exchange Rate?

Turkey : Europe : Markets : Currencies

China: Domestic Politics

Is China Really Cracking Down on Corruption?

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

China: Foreign Policy

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

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

China: FX Reserves

China and the Euro: Should China Buy Greek Debt?

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

The Hungarian Forint

CEE Markets: Dubai Fears Ease

Central Europe : Hungary : Europe : Markets : Currencies

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

South Korea: Monetary Policy

South Korea’s Inflation Continued to Increase in January: Are Inflation Risks Rising?

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

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

South Africa: Manufacturing Sector

South Africa Mining: Set for a Revival?

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

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

China: Equity Markets

Is this the Start of a Bear Market for Chinese Equities?

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

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

Rising Unemployment 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

Brazil: Labor Market

Brazil's Labor Market: Better than Expected?

Brazil : Latin America : Macro View : Markets : 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

Egypt Economic Outlook: How Strong Will 2010’s Growth Be?

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

Taiwan: Economic Profile

Is Taiwan's Recovery Strengthening?

North East Asia : Taiwan : Asia/Pacific : 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

Israel's Monetary Policy: BOI Keeps Interest Rates Unchanged

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

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

Malaysia: Monetary Policy

Malaysia Keeps Interest Rates on Hold in January: When Will It Begin to Hike?

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

Singapore: Economic Profile

Singapore's Economy Contracted in Q4 2009: Growth Still Hinging on Exports?

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

Indonesia: Asset Markets

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

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

Hungary: Economic Profile

Hungary Monetary Policy: Central Bank Cuts Key Rate to 6.0% in January

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

China: Export Sector

China's Current Account Narrowed in 2009

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

Turkey: Economic Risks and Strengths

Anchor on the Way? Will Turkey Reach a Deal with the IMF?

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

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

Biofuel

Can Alternative Fuels Challenge Oil?

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 Africa: Economic Profile

South African Auto Industry Motors into 2010

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

Philippines: Philippine Peso

Did the Philippines' Balance of Payments Swing Back Into Deficit?

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

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

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

Brazil: Current Account

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

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

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

Malaysia’s Industrial Production Turns Negative in November: How Fragile Is the Recovery?

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

Saudi Arabia: Economic Profile

Saudi Arabia Economic Outlook: Out of Recession, What Is the Shape of the Recovery?

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

Turkey: Labor Market

Turkish Labor Market: Jobless Rate Declines to 13% in September-November Period

Turkey : Europe : Macro View : Labor Markets and Productivity

The Evolving OAS

U.S.-Cuba Relations Warming as Immigration Talks Reopen

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

Turkey: Domestic Politics and Political Risk

Ergenekon Case: Heightened Tensions Between Ruling AKP and Military

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

Thailand: Monetary Policy

Thai Deflation Bottoms: Will Core Inflation Scramble Back Up?

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

Turkey: Monetary Policy

Turkey Holds Key Rate at 6.5% in January: Easing Cycle Appears Over

Turkey : Europe : Macro View : Monetary Policy and Inflation

The Czech Koruna

Central European Currencies: Analysts See Polish Zloty Strengthening in 2010

Central Europe : Czech Republic : Europe : Markets : Currencies

India: Manufacturing and Corporate Sector

Will Reviving Domestic Demand Support the Momentum in India's Industrial Activity?

India : South Asia : Asia/Pacific : Macro View

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

Thailand: Economic Profile

Has Thai Output Begun to Revive?

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

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

Indonesia: External Accounts

Indonesia’s Exports Spiked in December: Will the Export Recovery Be Strong in 2010?

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

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

Indonesia: Economic Profile

Is Indonesia’s Economy Gaining Momentum?

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

Turkey: External Accounts

Anchor on the Way? Will Turkey Reach a Deal with the IMF?

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

EU Newcomers: Monetary Policy

Romania Monetary Policy: Central Bank Cuts Rate to 7.0%

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

Eastern European Energy Security

Russian Energy Transit to Europe: Russia and Belarus Settle Oil Dispute

Bulgaria : Central Asia : Central Europe : 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

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 Moved into Positive Territory in December: How Strong Will the Recovery Be?

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

India: Fiscal Policy

Will the Spending Overdose Deteriorate India's Fiscal Position?

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

China: Commodity Imports

Will Chinese Policies Curb the Steel Glut?

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

Developing Countries and Climate Change

Brazil and Climate Change

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

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

The African Union (AU)

Nigeria: Is the Absent President Creating a Political Void?

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

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

Czech Republic: Economic Profile

Czech Fiscal Policy: Is Sovereign Credit Rating in Danger of a Downgrade?

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

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

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: Fiscal Policy

Will Singapore Maintain Stimulus Support Through 2010?

Singapore : South East Asia : Asia/Pacific

Singapore: Labor Market

Is Singapore’s Labor Market Stabilizing?

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

Singapore: Domestic Politics

Will Singapore Maintain Stimulus Support Through 2010?

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

EU Enlargement Process

Serbia's EU Path: Serbia Applies for EU Membership

Croatia : Iceland : Serbia : South East Europe : Turkey : Europe : 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

Is Singapore’s Inflation Set to Move into Positive Territory?

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

Saudi Arabia: Fiscal Policy

Saudi Fiscal Stance: Record 2010 Budget

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

Mexico: The Mexican Peso (currency)

Where Is the Mexican Peso Going?

Mexico : Emerging Markets : Latin America : Markets : Currencies

India: Economic Profile

How Strong Will India's Economic Recovery Be?

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

South Korea: Labor Market

Is South Korea’s Labor Market Declining?

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

Poland: Monetary Policy

Polish Monetary Policy: Key Rate At Record Low of 3.5%. Is Easing Cycle Over?

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

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

Singapore: External Accounts

Singapore’s Exports Witnessed Double-digit Growth in December: Will the Recovery Momentum Sustain in 2010?

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

GCC: Fiscal Policy

Saudi Fiscal Stance: Record 2010 Budget

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

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

Russia: Energy Sector

Outlook for Russian Gas Production

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

Brazil: The Brazilian Real (currency)

Brazil's Inflation Outlook: A Benign Picture?

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

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

India: Foreign Policy

U.S. - India Relations: New Beginnings?

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

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

Indonesia: Political and Geostrategic Issues

Will the Bailout Scandal Scare off Indonesia’s Investors?

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

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 Dynamics: Is Inflation on the Rise Again?

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

Russia: The Ruble

Outlook for the Ruble: A Tighter Band?

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

Eastern European Public Finances

Poland's Deteriorating Fiscal Position: New Spending Rule Announced

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

India: External Accounts

India's Exports Bottom Out: Base Effects or Improving External Demand?

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

Colombia: Economic Profile

Lending and the Financial System in Colombia

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

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

China: Defense and Security Policy

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

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

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

Turkey: Fiscal Policy

Turkey: Will Fiscal Deterioration Continue in 2010?

Turkey : Europe : Macro View : Fiscal Policy

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

Taiwan: External Accounts

Is Taiwan's Export Recovery Sustainable?

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

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

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

Middle East: Domestic Politics of Arab States

What Impact Will Jordan's Cabinet Shuffle Have?

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

Uruguay: Domestic Politics

Uruguay Presidential Elections: Will There Be Continuity?

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

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?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : 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

South Korea: Manufacturing Sector

South Korea’s Industrial Production Maintained Double-Digit Growth in December: Will the Momentum Remain in 2010?

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

Economics of Sports

Rio's Olympic Win: How much Economic Boost from the Olympics?

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

Brazil's Q3 GDP Disappointed: Is Growth Sustainable? What Are the Drivers?

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

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

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

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

China: Labor Market

Will the Chinese Labor Market Continue to Improve?

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

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

Did the Philippines' Balance of Payments Swing Back Into Deficit?

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

Malaysia: Economic Profile

Malaysia's GDP Shrinks in Q3 2009: Will the Economy Register Positive Growth in Q4?

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

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 Latest on 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: Economic Profile

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

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

Chile: Price Dynamics (Inflation/Deflation)

Chilean Inflation: Is the Deflation Risk Over?

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

Euro Adoption Path for EU Newcomers

Euro Ambitions in the Baltics: Estonia Stands Out

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

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

China: Investment in Africa

China Aid Policy: Tied to Resources?

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

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?

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

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 More Middle Eastern States Join the Nuclear Club?

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

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

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

Russian Consumer Spending

Russian Labor Market Vulnerabilities

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

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 Surging Capital Inflows Continue to Put Appreciation Pressure on 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: What a Difference a Year Makes

Turkey : Europe : Markets : Equities

Mercosur: South America's Trade Bloc

Will Venezuela Enter Mercosur?

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

Taiwan: The New Taiwan Dollar

Will Taiwan Introduce De Facto Capital Control Measures to Curb Currency Appreciation?

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

Malaysia: Bond Market

Are Malaysian Bond Yields Becoming Less Attractive?

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

South Korea: Fiscal Policy

How Has the South Korean Government Responded to the Crisis?

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

Taiwan: Domestic Consumption

Will Government Stimulus Support Taiwanese Consumption Given Spike in Job Losses?

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

Malaysia: Asset Market

Is Malaysia's Stock Market Rally Fading?

Malaysia : South East Asia : Asia/Pacific : Markets

Taiwan: Banking Sector

How Are Taiwan's Banks Weathering 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: What a Difference a Year Makes

Andean : Brazil : China : Colombia : Mexico : 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

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: Labor Market

When Will Domestic Employment Improve?

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

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

Russia: Foreign Policy

Russia Flirting With OPEC?

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

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

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

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

Central Europe: Auto Sector

'Detroit of Europe' Auto Production Downshifts

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

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: Watch CEE Exposures

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 Performance: Moving Forward Despite the Low Liquidity and Low Trading Volume

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

Jordan: Economic Profile

Jordan's Economic Outlook: Resilient

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

Slovakia: Economic Profile

Slovak Republic: Economic Contraction Slows in Q3 2009

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

Islamic Finance

Will Indonesia’s Islamic Bond Issues Attract Investors in 2010?

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

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

UAE: Abu Dhabi's Investment Authority (ADIA:) Largest Sovereign Wealth Fund 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

Uruguayan Economic Growth

Uruguay : Latin America : Macro View : Current Financial Crisis

Saudi Arabia: Financial Sector

Saad and Algosaibi Groups: Potential for Systemic Risk Throughout the GCC?

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Finance and Banking

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

Saudi Arabia: Energy Sector

Saudi Arabia Economic Outlook: Non-Oil Economy to Suffer as Private Consumption Plunges

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : 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

Brazil: Presidential Elections

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

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

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)

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

Turkey and EU Accession

Is Turkey Moving Away from the West?

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

African Growth Slows Amid Global Slowdown

Will Other African Countries Follow Angola into the Debt Markets?

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

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

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

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***

Mexico : Venezuela : Latin America

The NAFTA Debate

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

Canada : Mexico : United States : North America

Bolivia's New Constitution

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

Turkey's Dealings with the IMF

Turkey : Europe

Russian Domestic Politics

How Successful Will Medvedev's Modernization Push Be?

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

Israel's Economic Profile

Israel's Economic Outlook: Robust Recovery Ahead

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

Israel: Fiscal Policy

Israeli Fiscal Policy: Budget Deficit Lower than Expected

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 : 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

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

Andean : Argentina : Brazil : Chile : Mexico : Emerging Markets : Latin America : Macro View : 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

Emerging Markets Monitor

I have to Side with China on this One

Rebecca Wilder Feb 8, 2010

RGE Analysts' EconoMonitor

A Glimpse Inside the CIC’s Portfolio

Rachel Ziemba Feb 7, 2010

Emerging Markets Monitor

Chanos: “We’re Not Calling for an Impending Crash of China”

Edward Harrison Feb 4, 2010

Latin America Economonitor

Mexico - 2010 State and Local Elections: Relevance, Current Dynamics, and Outlook

Alejandro Schtulmann Feb 3, 2010

Emerging Markets Monitor

Never Short a Country with $2Trillion in Reserves?

Michael Pettis Feb 3, 2010

Asia EconoMonitor

Thailand's Ex-PM Thaksin Traveling Too Close for Comfort?

Melissa Fabros Feb 2, 2010

Nouriel Roubini's EconoMonitor

Medicine for Europe’s Sinking South

Nouriel Roubini and Arnab Das Feb 2, 2010

Europe EconoMonitor

Getting Ready to Join the Eurozone Club

Marek Belka Feb 2, 2010

Latin America Economonitor

A New Latin American Boom Seems to be Starting but it will be Plagued with Risks

Eduardo Lora Feb 2, 2010

Global Macro EconoMonitor

Achieving Long-Term Fiscal Discipline: A Lesson from Chile

Jeffrey Frankel Feb 1, 2010

Daily Digest

News

Is Korea Safe From Budget Deficit Burden?

Korea Times  Ja-young Yoon Feb 9, 2010

News

Korea reports a record increase in gov’t debt

JoongAng Daily  Kui-seek Hoh Feb 10, 2010

News

South Korea: Oil spike drives up producer prices

JoongAng Daily  Feb 10, 2010

Blogs

Poland Sends Unclear Messages on Debt

Wall Street Journal  Marcin Sobczyk Feb 9, 2010

News

South Korea: Subsidiary Companies Face Tougher Control

Korea Times  Jin-seo Cho Feb 9, 2010

Analysis

Czech Republic: CNB on hold as expected, as it adaopts a wait-and-see stance; Hungary: The bond market faced a sharp sell-off; Poland: The zloty only slightly affected by negative contagion

KBC Banking & Insurance  Feb 8, 2010

Analysis

CE currencies slightly higher as risk aversion recedes

KBC Banking & Insurance  Feb 9, 2010

Opinions

North Korea: Signs of unrest

The Korea Herald  Feb 10, 2010

Analysis

Czech Republic: Trade balance in first-ever Dec surplus on falling imports

ERSTE Bank  Feb 9, 2010

Analysis

Czech Republic: CPI up on indirect taxes in January

ERSTE Bank  Feb 9, 2010

Analysis

Czech Republic: Inflation remains low, no signs of demand pressures

Raiffeisen Research  Feb 9, 2010

Opinions

This Is the Wrong Time for an Inter-Korean Summit

The Chosun Ilbo  Dae-joong Kim Feb 10, 2010

News

Czech Inflation Slows on Food, Rates Seen Stable

Bloomberg  Peter Laca Feb 9, 2010

News

Poland Raises Growth Forecast, Says Debt Will Stay Below Limit

Bloomberg  Nathaniel Espino and David McQuaid Feb 9, 2010

Analysis

South Korea: Bank shares oversold

Korea Investment & Securities  Jun J. Lee Feb 9, 2010

Opinions

India papers over cracks with Pakistan

Asia Times  Chietigj Bajpaee Feb 10, 2010

News

India's Economy Expected to Grow 7.2% This Fiscal Year

Wall Street Journal (registration required)  Neelabh Chaturvedi and Mukesh Jagota Feb 8, 2010

Analysis

Interest rate prognosis: scenarios and business cycles (South Africa)

Standard Bank  Feb 9, 2010

Analysis

South Africa:Employment picks up in Q4 2009

Standard Bank  Shireen Darmalingam Feb 9, 2010

Opinions

Malaysia politics: Less tolerant

EIU  Feb 9, 2010

News

M'sia needs major economic transformation to become developed nation

The Star Online  Feb 9, 2010

News

Colombia’s Peso Climbs as Oil Gains; Argentine Bonds Rebound

Business Week  Feb 9, 2010

News

South Korea: State Curbs Cut Korea Foreign-Currency Note Sales, Woori Says

Bloomberg  Feb 9, 2010

News

North Korea’s Kim Reiterates Denuclearization Pledge

Bloomberg  Bomi Lim Feb 9, 2010

News

Bank of India Said to Cancel Planned Dollar Bond Sale

Bloomberg  Shelley Smith and Katrina Nicholas Feb 9, 2010

News

China issues 1st national census of pollution sources

China Daily  Feb 9, 2010

News

Lula da Silva beefs up federal payroll with 46.000 new posts

Merco Press  Feb 9, 2010

News

Ecuador Lifts Tariffs On 236 Colombian Products

Nasqad  Feb 8, 2010

News

India Economic Potential at Six-Year High, Singh’s Adviser Says

Bloomberg  Kartik Goyal Feb 9, 2010

News

Indian Stocks to Rise on ‘Demand Security,’ Says ICICI’s Buch

Bloomberg  Rajhkumar K Shaaw Feb 9, 2010

News

Malaysia: Labour shortage affecting oil palm plantations

The Star Online  Hanim Adna Feb 9, 2010

Analysis

Focus on Ukraine — Is there life after the elections? Czech Republic — Foreign trade lower than expected but still in surplus; Turkey — Nascent signs of deterioration in inflation expectations

Citigroup Global Markets  Feb 9, 2010

News

Egypt Inflation Probably Steady in January as Bank Holds Rates

Bloomberg  Alaa Shahine Feb 9, 2010

News

China’s Growth ‘Too Strong’ for Its Policy Makers, O’Neill Says

Bloomberg  Feb 9, 2010

News

The Malaysia Economy in Brief January 2010

Department of Statistics Malaysia  Feb 9, 2010

News

South Korea: Producer Price Index during January 2010

The Bank of Korea  Feb 9, 2010

News

Peru: Private sector credit growth reached 8.1% over the past 12 months

ANDINA  Feb 6, 2010

News

Asia Sails Smoothly Through Debt Waters

New York Times  Keith Bradsher and Vikas Bajaj Feb 7, 2010

Analysis

China puts the brakes on commodities

Unicredit  Jochen Hitzfeld Feb 8, 2010

News

China Becomes Oil ETF’s No. 4 Holder, Buys SPDR Gold

Bloomberg  Christian Schmollinger and Kyoungwha Kim Feb 9, 2010

Blogs

Incentive effects of unemployment insurance savings accounts: Evidence from Chile

VoxEU  Milan Vodopivec, Jan Van Ours and Gonzalo Reyes Feb 9, 2010

Opinions

China's 8,000 Credit Risks

Wall Street Journal  Victor Shih Feb 8, 2010

Blogs

How disciplining China could save the WTO

VoxEU  Susan Ariel Aaronson Feb 9, 2010

News

TH: Thaksin to phone in four days ahead of his asset verdict

The Nation  Feb 9, 2010

Analysis

Golden Year: Turkey seeks revenues of over 10 billion dollars via privatization

UniCredit Group  Feb 8, 2010

News

Thailand won't give up disputed area to Cambodia: Abhisit

MCOT  Feb 8, 2010

News

Single Asean market a step closer

Financial Times  Kevin Brown Feb 9, 2010

Blogs

People, the Philippines' best export

Economist  Feb 9, 2010

News

Violence, tight race mark Philippine poll campaign

Time  Teresa Cerojano, Hrvoje Hranjski and Oliver Teves Feb 9, 2010

Analysis

Hong Kong and China and the Global Recession

Federal Reserve Bank of San Francisco  Janet Yellen Feb 9, 2010

Opinions

TH: The Challenges We Face in Monetary Policy Normalisation

Bank of Thailand  Kajorn Thanapase Feb 9, 2010

News

PH: 6%-7% increase in OFW remittances seen this year

Philippine Star  Lawrence Agcaoili Feb 9, 2010

News

Manila may issue Samurai bonds this month, sees "good demand"

Reuters  Feb 9, 2010

News

Politician murdered in Philippine massacre province

Channel Asia  AFP Feb 8, 2010

News

Debt troubles hit central Europe

Financial Times  Jan Cienski and Chris Bryant Feb 8, 2010

Analysis

Focus on Turkey — Managing expectations via core measures; Czech Republic — General election set for the end of May 2010; Romania — NBR’s forecasts seem supportive of further easing; Slovakia — Industrial production growth set to continue rising

Citigroup Global Markets  Feb 8, 2010

Analysis

LI & FUNG China Trade Quarterly Q4 2009

Li and Fung  Feb 8, 2010

News

Russia: State Treasury to hold precious metal exports steady

Prime Tass  Dec 12, 2009

News

Meirelles Unlikely to Run for Brazil State Governor

Bloomberg  Fabiola Moura and Iuri Dantas Feb 8, 2010

News

China Jan Loans Above CNY1.3 Tln; Feb Below CNY1 Tln

Market News International  Feb 8, 2010

News

Steel industry to continue restructuring

China Daily  Feb 8, 2010

News

Minivans drive up auto sales growth

China Daily  Li Fangfang Feb 8, 2010

News

VTB: Russians may borrow again after savings binge

Prime Tass  Dec 24, 2009

Analysis

China Auto: Still running at full gear

UOB Kay Hian  Feb 8, 2010

Analysis

Big Trouble With Big China

Foreign Policy  John Lee Feb 2, 2010

Analysis

China: Upgrading 2010 Forecasts on Improved External Outlook

Morgan Stanley  Qing Wang Feb 5, 2010

Blogs

Has China encountered the security dilemma?

Foreign Policy  Daniel Drezner Feb 8, 2010

News

Lula da Silva’s party fearful of “Brazilian sub-imperialism” and arrogance

Merco Press  Feb 8, 2010

Opinions

Banyan: Asia's never-closer union

The Economist  Feb 4, 2010

Opinions

Colombia 2010: Uribe Yes, FTA No

Latin Business Chronicle  Feb 8, 2010

Opinions

Time to trade

The Washington Post  Feb 8, 2010

Research

In the wake of the crisis: dealing with distressed debt across the transition region

EBRD  Feb 1, 2010

Analysis

Chanos on China & Krugman on Asia 1994 & USSR 1960

designing better futures  Feb 8, 2010

News

BCP: Peru economy to grow by 6% and credit placements by 18% and 20% this year

ANDINA  Feb 6, 2010

Analysis

South Korea Credit Strategy: 2010 Outlook for Korean Paper

Woori Investment  Louis Shin et al Feb 9, 2010

News

Peru International Reserves show upward trend, totaled US$ 34.34 billion by Feb. 2

ANDINA  Feb 8, 2010

Research

Europe, China and Expectations for Human Rights

Europe's World  Feb 8, 2010

News

China Barely Tops U.S. in Smart Grid Stimulus Spending

Environmental Leader  Jan 27, 2010

News

China Edges U.S. in 2009 Wind Installations

Environmental Leader  Feb 4, 2010

Analysis

Korea’s Fundamentals Still Support a Strong KRW

Alliance Bernstein  Anthony Chan Feb 5, 2010

Analysis

China Enters Asia’s ‘Great Game’

The Diplomat  Joshua Kucera Feb 8, 2010

News

Reform of Public Hospital System Receives State Council Approval

Economic Observer  Feb 4, 2010

News

China targets 3% inflation in 2010: pension head

Financial Post  Feb 8, 2010

Analysis

India Edible Oil Outlook 2010

Fitch Ratings (free registration required)  Sourabh Shrivastava and Vinay Khare Feb 8, 2010

News

Chinese premier urges greater Sino-Japanese cooperation to boost mutual understanding, trust

Xinhua  Feb 8, 2010

News

Peru, Japan make good progress in EPA talks

ANDINA  Feb 8, 2010

Analysis

Taiwan Trade Data

DBS Research Group  Feb 8, 2010

Opinions

The World's Watchmaker

New York Times  Roger Cohen Feb 8, 2010

Analysis

China politics: Google episode highlights censorship policies

Economist Intelligence Unit  Feb 8, 2010

News

Malaysia: RAM Ratings expects renewed growth in corporate bonds, sukuk

The Edge  Ahmad Azrai Feb 8, 2010

News

Malaysia: Time for protection over, get used to it, says Najib

The Malaysian Insider  Wei Lian Lee Feb 8, 2010

Opinions

Nothing to Fear from China's Alternative Energy Producers

Seeking Alpha  Rober Salomon Feb 4, 2010

Analysis

China/USA politics: Permafrost?

Economist Intelligence Unit  Feb 5, 2010

News

Indonesia Plans To Cap Palm Oil Exports By 2015

The Jakarta Globe  Feb 8, 2010

RGE GLOBAL ECONOMIC OUTLOOK

Table of Contents

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

Global Issues
Growth and CPI | Commodities | Trade | Imbalances

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Sovereign Debt: The Developed World’s Next Big Problem?

Arpitha Bykere, Elisa Parisi-Capone and Katharina Jungen Jan 13, 2010

“If countries maintain loose fiscal and monetary policies to support growth, rather than focusing on fiscal consolidation, investors will become increasingly concerned about fiscal sustainability.”

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The Option of Last Resort: A Two-Currency EMU

Michael G. Arghyrou and John Tsoukalas Feb 7, 2010

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Canada: Real Estate Sector

Do Vulnerabilities Loom as Canadian Housing Revives?

United States: Industrial and Corporate Sector

U.S. Inventories: Has the Drawdown Come to a Close?

China: Fiscal Policy

Crouching Local Debts, Hidden Risks

Ukraine: Domestic Politics

Ukraine’s Presidential Runoff: Uncertainty Lingers as Prime Minister Refuses to Concede Defeat

United States: Labor Market

Job Losses in the U.S. Bottoming Out: Has the Unemployment Rate Peaked?