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Emerging Markets

Briefings

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

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

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

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

South Korea: Q1 2010 Outlook

By Hyungyu Kim and Arpitha Bykere 1/30/2010

South Korea : Asia/Pacific : 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

Latin America: What's Coming Up?

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

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

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

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

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

The China Effect

Rachel Ziemba 8/25/2009

China : Asia/Pacific : Macro View : Markets

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

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

Bertrand Delgado and Italo Lombardi 5/19/2009

Chile : Latin America : Macro View

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

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

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

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

Russia Economic Outlook, Q4 2009

Rachel Ziemba 10/7/2009

Russia

China Economic Outlook, Q4 2009

Adam Wolfe, Rachel Ziemba 10/7/2009

China

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

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

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

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

India Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

India

Malaysia Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

Malaysia

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

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

EconoMonitors

Global Macro EconoMonitor

Martin Wolf: China, Germany Commiting World to Deflation

Yves Smith Mar 17, 2010

Global Macro EconoMonitor

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

Edward Harrison Mar 17, 2010

Emerging Markets Monitor

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

Michael Pettis Mar 17, 2010

RGE Analysts' EconoMonitor

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

Adam Wolfe and Rachel Ziemba Mar 17, 2010

Emerging Markets Monitor

The Currency Play - Act 1, Scene I

Rebecca Wilder Mar 16, 2010

Asia EconoMonitor

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

Rachel Ziemba Mar 15, 2010

Peterson Institute for International Economics Monitor

China’s Dollar Leverage Is an Exaggerated Threat

Steve Weisman and Joseph E. Gagnon Mar 15, 2010

RGE Analysts' EconoMonitor

Still Buying Treasurys…

Rachel Ziemba Mar 15, 2010

Europe EconoMonitor

The End of a Long-Running Soap Opera

Emre Deliveli Mar 12, 2010

Europe EconoMonitor

The German Economy Is Essentially "Intact"

Edward Hugh Mar 11, 2010

Daily Digest

Analysis

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

Brookings  Lex Rieffel Mar 10, 2010

Analysis

CEEMEA: Why Trade Matters

Morgan Stanley  Mar 16, 2010

Blogs

Why I Am an Export Pessimist

Seeking Alpha  Mar 16, 2010

Analysis

In Moscow Talks, Iran Looms

Council on Foreign Relations  Stephen Sestanovich Mar 17, 2010

Analysis

Who is Running Egypt While President Mubarak Recovers?

Carnegie Endowment for International Peace  Nathan Brown Mar 17, 2010

Opinions

5 Reasons Why Russia Isn’t China

The Moscow Times  Yevgeny Bazhanov Mar 15, 2010

News

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

The Moscow Times  Irina Filatova Mar 17, 2010

Analysis

Lessons from Asian Financial Experience

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

Analysis

OPEC Leaves Quotas Unchanged, Despite Big Inventory

New York Times  Jad Mouawad Mar 17, 2010

News

Greece and Poland top list of EU farm money clawbacks

EU Observer  Valentina Pop Mar 17, 2010

News

Taiwan to use Africa as back door for carbon credits

Reuters  Ralph Jennings Mar 17, 2010

Analysis

Russian Corruption 'May Force Western Firms to Quit'

The Moscow Times  Mar 16, 2010

Analysis

Ten Russian Propositions

Chatham House  Feb 1, 2010

Analysis

Relations between America and Israel reach a low point

Economist  Mar 17, 2010

Blogs

There’s oil in them thar wealth funds

Reuters Blog  Jan 15, 2010

News

Indonesia's environmental law could cut oil production in half

Oil & Gas Journal  Eric Watkins Mar 17, 2010

Opinions

The USA and Latin America: the decline of greatness

Jamaica Observer  Franklin W Knight Mar 17, 2010

Analysis

Rio Tinto / Chinalco

Financial Times  Mar 16, 2010

Analysis

Saudi Arabia: health care balance

Oxford Business Group  Mar 17, 2010

Analysis

Syria: public investment planned

Oxford Business Group  Mar 17, 2010

Opinions

Clinton's visit does nothing to reassure Latin Americans

The Daily News  Mike Cook Mar 17, 2010

News

Brazil’s Rousseff Narrows Gap With Serra in Poll

Bloomberg  Adriana Brasileiro and Fabiola Moura Mar 17, 2010

Analysis

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

Boston Consulting Group  Mar 17, 2010

News

Goldman Sachs Says Buy ‘Overvalued’ BRIC Currencies

Bloomberg  Michael Patterson Mar 17, 2010

Blogs

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

RGE Emerging Markets EconoMonitor  Michael Pettis Mar 17, 2010

News

Montenegro says has given Thaksin citizenship

Reuters  Petar Komnenic Mar 17, 2010

Blogs

Understanding Thailand’s Troubles

Partnership for a Secure America  Alexis Collatos Mar 17, 2010

News

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

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

Analysis

South Africa Monthy Currency Outlook: Mulling Over Monetary Policy Tightening

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

Blogs

Bloody Protests Taken To Prime Minister's Gate In Thailand

National Public Radio  Mark Memmott Mar 17, 2010

Analysis

South Africa: Business confidence sharply up but narrowly based

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

Analysis

South Africa MPC and Growth: A Balancing Act

Rand Merchant Bank  Ettienne le Roux Mar 17, 2010

Opinions

India: How women prioritise

The Financial Express  Sushila Ravindranath Mar 17, 2010

Opinions

India: Why finmin must lead the FSDC

The Financial Express  Ajay Shah Mar 16, 2010

Opinions

South Africa: Consumer confidence comes charging back

First National Bank  Cees Bruggemans Mar 16, 2010

Opinions

India: It’s still the economy

India Express  Dhiraj Nayyar Mar 17, 2010

News

Mexico's President Calderon seeks US help on drugs war

BBC World News  Mar 17, 2010

News

Chile says earthquake and tsunami left 700 dead

The Associated Press  Mar 17, 2010

Opinions

Rethinking RI-US military ties

The Jakarta Post  Ristian Atriandi Mar 17, 2010

Opinions

Indonesia: President Yudhoyono is still unbeatable

The Jakarta Post  Khairil Azhar Mar 17, 2010

News

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

Jakata Globe  Saeed Azhar Mar 17, 2010

News

Southern Africa: Call for National Oil Companies to Collaborate

allAfrica  Siseko Njobeni Mar 17, 2010

News

More Indonesian Companies Expected to Receive Upgrades to Debt Ratings

Jakata Globe  Yohanes Obor Mar 17, 2010

News

Indonesia President: Tax contribution must rise

Antara News  Mar 17, 2010

News

More Indonesians Expected to Pay Taxes

Jakata Globe  Camelia Pasandaran Mar 17, 2010

News

Africa’s growth lies in agribusiness

Africa Investor  Mar 17, 2010

News

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

Jakata Globe  Irvan Tisnabudi and Camelia Pasandaran Mar 17, 2010

News

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

Taipei Times  Kevin Chen Mar 17, 2010

Opinions

Taiwan: Is the Cabinet about to implode?

Taipei Times  Mar 17, 2010

Opinions

India: Is Tobin Tax a feasible option?

The Hindu Business Line  Mar 17, 2010

Opinions

India: Constitutional blind-spot

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

News

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

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

News

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

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

Opinions

India: RBI’s push for infrastructure financing

The Economic Times  Mar 17, 2010

News

Peru president fires justice minister amid scandal

The Associated Press  Mar 17, 2010

Opinions

India: Stamp of corruption

Business Standard  M J Antony Mar 17, 2010

Analysis

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

European Commission, Economic and Financial Affairs  Mar 17, 2010

Opinions

India: ‘Union Budget a balancing act'

The Hindu Business Line  Mar 16, 2010

Opinions

India: Premature power

Business Standard  Shyam Saran Mar 17, 2010

Opinions

Just how dangerous is Mexico?

Foreign Policy  Allyson Benton Mar 17, 2010

News

India: Inflation will reach double digits before cooling: FM

Business Standard  Mar 17, 2010

Opinions

India: Fine-tuning divestment

The Hindu Business Line  Aarati Krishnan Mar 17, 2010

Opinions

India: More credit to SMEs

The Hindu Business Line  Mar 17, 2010

Opinions

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

MK English News  Minjeong Song Mar 17, 2010

Opinions

S Korea: New BOK Chief

Korea Times  Mar 17, 2010

Opinions

N Korea: Efforts in vain

The Korea Herald  Mar 17, 2010

News

Goldman Says Buy ‘Overvalued’ BRIC Nation Currencies

Bloomberg  Michael Patterson Mar 17, 2010

News

S Korea: Shouldering debt, contractors teeter on the brink

JoongAng Daily  Jong-seon Ham Mar 18, 2010

News

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

MK English News  Minjeong Song Mar 17, 2010

News

S Korea: Bleak Outlook for Domestic Shipbuilding Industry

MK English News  Minjeong Song Mar 17, 2010

News

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

MK English News  Jin Choi Mar 17, 2010

News

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

JoongAng Daily  Ha-won Jung Mar 18, 2010

News

Serra's lead narrows in Brazil election - poll

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

News

Korea to curb impact from commodity prices

The Korea Herald  Yoon-mi Kim Mar 18, 2010

News

Singapore's exports up strongly in February

ChannelNewsAsia  Ryan Huang and Mok Fei Fei Mar 17, 2010

News

PH: Feb BOP deficit at $125-M

ABS CBN News  Mar 17, 2010

Opinions

A stable yuan/dollar exchange rate forever?

East Asia Forum  Ronald I. McKinnon Mar 17, 2010

Opinions

Debt and exit in India’s 2010 Budget

East Asia Forum  Suman Bery Mar 17, 2010

Opinions

Malaysia’s misplaced economic priorities

East Asia Forum  Greg Lopez Mar 17, 2010

Opinions

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

Seeking Alpha  Dave Forest Mar 17, 2010

Opinions

South Korea Ambitiously Guns for Smart Grid Finish Line

Seeking Alpha  Mar 17, 2010

Opinions

Russia/India economy: Flourishing partnership

EIU  Mar 16, 2010

News

China’s Silicon Valley?

Plus 8 Star  Feb 1, 2010

Analysis

China economy: Balancing act

EIU  Mar 17, 2010

News

Lift Malaysia's competitiveness: Daim

Business Times  Mar 17, 2010