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Emerging Markets

Featured Content

Brazil: Economic Profile

How Fast Is Brazil Decelerating in H2 2010? What About 2011?

Malaysia: External Account

Did Malaysian Export Growth Peak in July?

Indonesia: External Accounts

Indonesia Posts First Trade Deficit in Two Years: A Sign of Things to Come?

IMF's Role in Central and Eastern Europe

Hungary's Latest Mis-Step: Contradictory Statements on Reopening Talks With the IMF

China: Manufacturing and Industrial Production

China's PMIs Signal a Moderation, Not a Hard Landing

LATAM FOCUS

Week Ahead (Week of August 30, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 27, 2010

Briefings

South Korea: External Accounts

South Korea's Current Account Surplus Continues to Widen: Have Risks Eased?

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

South Korea: Domestic and Cross-Border Politics

Challenges for South Korean Government: New PM Kim Resigns

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

Africa Economic Profile

Africa: The Next BRIC?

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

South Korea: Economic Profile

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

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

Middle East: Economic Profile

How Strong Will MENA FDI Be in 2010?

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

Malaysia: Commodity Market

What is the Outlook for Malaysian Palm Oil in H2 2010?

Malaysia : South East Asia : Asia/Pacific : Markets : Oil and Energy : Other Commodities

Slovakia: Fiscal Policy

Center-Right Party Forms New Slovak Government: Will Fiscal Prudence Be Restored?

Central Europe : Eurozone : Slovakia : Europe : Macro View : Fiscal Policy

Russia: The Ruble

Capital Controls for Russia?

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

North Korea: Nuclear Program

Could North-South Korea Tensions Lead to War?

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

China: The Renminbi

How Significant Are Chinese Steps Toward Internationalization of the Renminbi?

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

China: Consumption

Can Chinese Growth Be Driven by Consumption?

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

China: Manufacturing and Industrial Production

China's PMIs Signal a Moderation, Not a Hard Landing

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

Copenhagen Climate Change Summit and Global Climate Regime

Roadblocks Remain for Climate Financing

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

Syria: Economic Profile

Syria Banking Sector: In Need of More Reform?

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

Lebanon: Politics

Lebanon: Can Political Stability Be Maintained?

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

BRICs in Africa

Africa: China's New Economic Frontier?

South Africa : Sub-Saharan Africa : Middle East and Africa : Geostrategic and Long Term Issues

Saudi Arabia: Reserves and Sovereign Wealth

Saudi Arabia Now Adding to its Savings Again?

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

Saudi Arabia: Economic Profile

How Strong Will Saudi Arabia's Economic Recovery Be?

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

Russia: Economic Profile

Russia Macro View: Strong H1 Growth, Deceleration Thereafter?

Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : 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 : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Supply Risks : Natural Gas : Oil : Oil and Energy

Indonesia: Domestic Politics

How Serious Is the Terrorist Threat in Indonesia?

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

Peru: Domestic Politics

Maintaining the Path? Peru's 2010 Regional and 2011 Presidential Elections

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

Peru: The Peruvian Market

Peru: Lima’s Stock Exchange and the IGBVL—How High Can The Index Go?

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

Russia: Fiscal Policy

Russia in an Era of Fiscal Deficits

Russia : Russia, CIS and the Caucasus : Europe : Macro View : Fiscal Policy

Argentina: Domestic Politics

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

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

South Korea: Real Estate Sector

Will the South Korean Government's Intervention Ensure a Soft Landing in Real Estate?

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

Indonesia: Monetary Policy

What Does Inflation Over 6% Mean for Indonesia?

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

China: Economic Profile

How Much Will Chinese Growth Slow in H2?

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

Russia: Foreign Policy

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

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

South Africa: Monetary Policy

South African Inflation Falls in July: Rate Cut in Sight?

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

Sino-Russian Relations

Are China and Russia too Competitive to Cooperate?

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

IMF's Role in Central and Eastern Europe

Hungary's Latest Mis-Step: Contradictory Statements on Reopening Talks With the IMF

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

The African Union (AU)

Somalia Crisis Tops Agenda at AU Summit

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

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

Egypt's Central Bank Remains on Hold in July: When Will Monetary Tightening Begin?

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

Turkey: External Accounts

Turkey's Current Account Deficit: Widening Continues in June 2010

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

Brazil: The Brazilian Markets

Brazilian Equities: A Look at the Bovespa

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

China: Domestic Politics

Is China Really Cracking Down on Corruption?

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

Thailand: External Sector

Thailand Trade Balance: Are Exports Slowing?

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

China: Monetary Policy

Will Higher Food Prices Bring Monetary Policy Normalization in China?

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

Russia: Banking Sector

Russian Banking System: Gradual Recovery in Lending

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

Central and Eastern Europe: Economic Outlook

Central Europe Hit by Massive Floods: Economic Impact?

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

Malaysia: Domestic Market

Will Private Consumption Support Malaysian Demand in H2 2010?

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

Argentina: The Argentine Peso

Argentina's Efforts to Re-Enter International Capital Markets

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

Taiwan: Ties with China

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

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

Colombia: Equity Markets

Colombia's Peso Outlook

Andean : Colombia : Latin America : Markets : Currencies

Taiwan: Monetary Policy

Taiwanese Inflation Picking Up?

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

GCC: Equities

GCC Equities: Infected By Global and Domestic Woes

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

The Falklands/Malvinas Dispute

Likelihood of Oil in the Falkland Islands

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

Singapore: Domestic Demand

Forget the Cars: Can Rising Tourism and Incomes Sustain Singapore's Retail Sales?

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

Eastern Europe: Equity Markets

Will the CEE Stock Markets’ Summer Surge Continue?

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

Argentina's Debt Default

Argentina's Efforts to Re-Enter International Capital Markets

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

Singapore: Asset Markets

Are Singapore Equities Undervalued?

Singapore : South East Asia : Asia/Pacific : Markets

Thailand: Domestic Politics

Thai Government Charges Thaksin for Deadly Protests

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

Singapore: External Accounts

Singapore's Exports Ease a Third Straight Month: More Slowdowns to Come?

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

NATO's Future Role

How Is NATO’s Afghanistan Mission Faring?

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

Singapore: Economic Profile

How Drastic Will the Slowdown in Singapore Be in Q3?

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

India: Monetary Policy

Will India Continue to Hike Rates to Stay on the Curve Despite Global Cues?

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

South Korea: The Won (currency)

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

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

Czech Republic: Monetary Policy

Czech Central Bank Has Europe's Lowest Nominal Policy Rate, Will It Last?

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

Syria: Foreign Policy

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

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

China: Economic Statistics

China’s Leading Indexes: Pointing to a Slowdown?

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

Turkey: Labor Market

Turkey's Unemployment Rate Holds Steady in April-June Period on Seasonally Adjusted Basis

Turkey : Europe : Macro View : Labor Markets and Productivity

Economics of the Olympics and Other Major Sporting Events

Can Economists Predict the World Cup Winner?

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

India: Labor Market

How Strong Will India's Labor Market Revival Be?

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

Euro Adoption Path for EU Newcomers

Estonia's 2011 Eurozone Entry Triggers Ratings Upgrade

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

EU Enlargement Process

EU Opens Membership Talks with Iceland

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

Brazil: Energy Sector

Petrobras's Financing and Spending Plans

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

Turkey: Fiscal Policy

Turkey: Government Delays Fiscal Rule Until 2012

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

Israeli-Palestinian Conflict

What Are the Prospects for Peace in the Middle East?

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

China: Corporate Finance

Chinese Corporate Bond Market Looks Offshore

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

Turkey and Geopolitical Energy Issues

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

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

Turkey: Foreign Policy

Turkey's Deteriorating Relations With the West: Obama Sounds Warning

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

India: External Accounts

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

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

China: Labor Market

How Big a Problem Is Labor Strife in China?

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

Central Europe: Auto Sector

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

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

Singapore: Manufacturing Sector

Singapore's July IP Slows: Has Manufacturing Growth Peaked?

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

China: FX Reserves

Will China Keep Buying U.S. Assets?

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

Indonesia: Asset Markets

Indonesian Equities Continue to Break Records: How Far Will Stocks Rise?

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

Indonesia: Manufacturing and Investment

Is Indonesia Becoming More Attractive to Investors?

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

Indonesia: Fiscal Policy

Will Indonesia's Fiscal Deficit Be Smaller Than Expected?

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

Indonesia: External Accounts

Indonesia Posts First Trade Deficit in Two Years: A Sign of Things to Come?

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

Indonesia: Banking Sector

Is Credit Growth Still Subdued in Indonesia?

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

Indonesia: Economic Profile

Indonesia’s Expansion Accelerates in Q2: What's the Outlook for H2?

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

The South African Rand (ZAR)

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

South Africa : Middle East and Africa : Markets : Currencies

Singapore: Monetary Policy

Singapore's Inflation Rate Accelerates in July: Are One-Off Factors to Blame?

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

Thailand: The Thailand Baht (currency)

Will the Government Intervene on the Appreciating Thai Baht?

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

Israel: Economic Profile

Israeli Growth Accelerates in Q2: How Strong in 2010?

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

Malaysia: Manufacturing and Investment

June IP Numbers Lower Than Expected: What's the Outlook for Malaysian Industrial Production?

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

Malaysia: Monetary Policy

Bank Negara Malaysia Stays on Hold in September: Done for 2010?

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

Malaysia: Economic Profile

Private Consumption Drives Malaysia's Q2 Growth to 8.9%: What Are the Implications?

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

Copper Markets

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

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

South Korea: Manufacturing and Corporate Sector

South Korea’s Industrial Activity: Set for a Gradual Slowdown?

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

Mexico: Domestic Politics

Swine Flu Epidemic: Impact on Mexico's Economy

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

South Korea: Financial Sector

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

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

China: Fiscal Policy

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

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

Philippines: Domestic Politics

New Philippines President Seeks to Secure Working Legislative Majority

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

South Korea: Monetary Policy

Will Rising Inflationary Pressures in South Korea Lead to Tightening Ahead?

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

South Korea: Labor Market

South Korea's Labor Market Recovery: New Tax System to Boost Hiring

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

South Korea: Fiscal Policy

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

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

Thailand: Economic Profile

Did Thai GDP Growth Brush Off Political Turmoil?

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

China: Credit Markets

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

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

Emerging Markets: Economic Profile

Will the 2010 World Cup Stimulate Growth in South Africa?

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

Hungary: Fiscal Policy

Hungary’s Fiscal Position: Can the New Government Attain the 2010 Deficit Target?

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

Venezuela: Energy Sector

Where Do Foreign Oil Companies Stand in Venezuela?

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

China: Foreign Policy

China Worries Japan by Flexing Its Muscles in the Pacific

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

Saudi Arabia: Fiscal Policy

Saudi Fiscal Stance: Record 2010 Budget

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

Saudi Arabia: Energy Sector

China-Saudi Arabia Energy Ties On the Rise

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

Eastern Europe: Banking Sector

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

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

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

Rising Rents and Food Contributing to a Saudi Inflation Spike

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

Philippines: Investment

Philippine Foreign Equity Ownership Regulations Remain Strong

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

Asia's Natural Disaster Preparation

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

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

Israel: Monetary Policy

Bank of Israel Holds for September: When Will Rate Hikes Resume?

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

China: Property Market

Chinese Property Prices Stable in July: Still at Risk of a Crash?

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

GCC: Corporate Sector

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

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

U.S.-China Relations

Will China Keep Buying U.S. Assets?

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

Philippines: Demographics

Philippine Population Boom: A Ticking Economic Time Bomb?

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

Political Risk in Eastern Europe

Nationalism and the Far Right on the Rise in Eastern Europe

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

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

Russia and the CIS Countries

Where are the Relations Between Georgia and Russia Heading?

Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues

Nuclear Weapons Proliferation

Pakistan's Growing Nuclear Arsenal—A Growing Risk for the U.S.

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

Jordan: Economic Profile

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

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

India: Domestic Politics

Maoists Strike Hard in India

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

Russia: Trade and External Balance

Russia's Current Account Surplus Narrowing Again?

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

Venezuela: Domestic Politics

Election in Venezuela: Will Chavez Retain a Majority in Congress?

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

China: Social Safety Net

How Will China Finance Its Extended Health-Care Coverage?

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

Russia: Domestic Politics

How Is Russia Handling the Weakening of Federal and Regional Ties?

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

Eastern European Public Finances

Eastern Europe Public Finances: Countries Call for Change in EU's Public Debt Definition

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

Russia: Monetary Policy

Russia's Easing Cycle Is Over: When Will Hikes Come?

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

Peru: Economic Profile

What Is Peru's GDP Growth Outlook for 2010?

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

Thailand: Fiscal Policy

How Much Money Will the Thai Government Borrow?

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

Middle East: Domestic Politics of Arab States

What Impact Will Jordan's Cabinet Shuffle Have?

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

South Africa: Labor Markets

Are Zuma's Key Alliances Under Threat from Ongoing Strikes?

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

South Africa: External Balance

South Africa’s Trade Balance Improved Through July

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

Chile: The Chilean Peso (currency)

The Chilean Peso: An Interesting Mix of Forces

Chile : Latin America : Markets : Currencies

Hungary: Economic Profile

Hungary Macro View: Preliminary Data Show GDP Stagnated in Q2 2010

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

Venezuela: Economic Profile

Is Venezuela Heading Toward a Deep Recession?

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

Ecuador: Economic Profile

How Much More Reform Will Correa Pass in Ecuador? Any Economic Impact?

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

India: Energy Sector

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

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

Brazil: Domestic Politics

Pre-Election Buzz in Brazil: Dilma's Poll Lead Might Prevent a Runoff

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

GCC Financial Centers

Exchange Consolidation on the Way in the UAE?

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

Saudi Arabia: Financial Sector

How Strong is the Saudi Financial Sector?

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

International Reserves and Private Deposits in Argentina

International Reserves, Private Deposits and the Argentine Peso

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

Russia: Real Estate Sector

How Healthy Is Russia's Property Market?

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

Mexico: The Mexican Peso (currency)

Where Is the Mexican Peso Going?

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

Russia: Consumption

Is Russian Consumption Coming Back?

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

Taiwan: The New Taiwan Dollar

Will Capital Outflows Take Appreciation Pressure off the Taiwan Dollar?

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

Biofuel

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

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

Thailand: Monetary Policy

Good News on Growth Prompts Thailand Rate Hike

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

China: Investment in Africa

Africa: China's New Economic Frontier?

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

Taiwan: External Accounts

Taiwan's Export Growth Accelerates in July: Sustainable in H2?

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

China: Export Sector

Chinese Trade Surplus Widens in July: How Sustainable?

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

Czech Republic: Economic Profile

Czech Republic Macro View: Strength of Recovery Hinges on Export Revival

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

China: Defense and Security Policy

Shanghai Cooperation Organization Rules Out Membership for Iran

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

Poland: Fiscal Policy

Pseudo-Privatizations in Poland

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

Russia: Energy Sector

Will Changes in Russian Oil Taxes Affect Production?

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

China: Equity Markets

Can Chinese Equities Rally as the Economy Slows?

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

Turkey and EU Accession

Turkey's Deteriorating Relations With the West: Obama Sounds Warning

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

The Group of Eight (G8)

G7 Ministers Focus on Financial Reform, Not Currencies

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

China: Sectors

Chinese Shipbuilders and Shippers Benefiting From Government Support

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

South Africa: Manufacturing Sector

South African Manufacturing Sector: Sticky Slope Ahead?

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

Islamic Finance

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

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

Turkey: Economic Profile

Turkish Industrial Production Rises 10.2% in June 2010, Underscoring Recovery

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

Turkey: Monetary Policy

Turkish Monetary Policy: When Will Rate Hikes Begin?

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

Chile: Economic Profile

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

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

The Evolving OAS

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

Andean : Argentina : Bolivia : Brazil : Canada : Chile : Colombia : Ecuador : Mexico : Peru : Uruguay : Venezuela : Latin America : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : International Organizations

Taiwan: Economic Profile

How Much Will Growth Slow in Taiwan?

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

Poland: Economic Profile

Poland Macro View: Q2 GDP Growth Beats Expectations

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

Singapore: Fiscal Policy

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

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

Poland: Monetary Policy

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

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

Philippines: Labor Market

Will Remittances to the Philippines Keep Rising?

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

India: Manufacturing and Corporate Sector

India's Industrial Activity Slows: Will Domestic Demand Be a Savior?

India : South Asia : Asia/Pacific : Macro View

India: Economic Profile

India's GDP Accelerates in Q2: Can the Momentum Withstand Global Growth Risks?

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

India: Fiscal Policy

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

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

Brazil: Current Account

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

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

Uruguay: Domestic Politics

Uruguay's New Government: Is There Continuity?

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

Eastern European Energy Security

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

Bulgaria : Central Asia and the Caucasus : Central Europe : Eurozone : Finland : Russia : Russia, CIS and the Caucasus : 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

Middle East: Energy Sector

Heat Wave Exposes MENA Power Supply Vulnerabilities

Egypt : Gulf Cooperation Council : Iran : Iraq : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Maghreb : United Arab Emirates : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Markets : Climate Change and Natural Resources : Energy Security and Supply Risks : Sectors and Industries

South Africa: Economic Profile

South Africa's Q2 2010 Growth: Recovery Losing Steam?

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

India: Foreign Policy

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

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

Philippines: Philippine Peso

Will the Philippines' Balance of Payments Fall Into Deficit?

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

Turkey: Economic Risks and Strengths

Turkey: On the Way to Investment Grade?

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

Taiwan: Domestic Consumption

Will Taiwan's Unemployment Rate Keep Falling?

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

Turkey: Domestic Politics and Political Risk

Turkey: Fate of Constitutional Reform Package Hangs on September 12 Referendum

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

South Africa: Fiscal Policy

South Africa Budget 2010: Perfect Balance?

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

South Africa Electricity Dilemma

Energy Risks Hampering Growth in Sub-Saharan Africa

South Africa : Middle East and Africa : Macro View

Malaysia: External Account

Did Malaysian Export Growth Peak in July?

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

China Investment Corporation

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

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

Eastern European Currencies

Eastern European Currencies: Appetite Returns, But Forint Considered Vulnerable

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

China: Trade Politics

Chinese Trade Surplus Widens in July: How Sustainable?

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

Colombia: Economic Profile

Colombia Gets New Government Under Santos

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

China: Current Account

China's Current Account Surplus Jumps 30% in Q2 2010

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

Egypt: Fiscal Policy

Will Higher Revenues Reduce Egypt's Budget Deficit?

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

China: Commodity Imports

Is Chinese Commodity Demand Softening?

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

Brazil: Labor Market

Is Brazil's Labor Market Performing Better Than Expected?

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

Eastern Europe: Bond Markets

Romania’s Bond Market: Investors Seek Higher Yields

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

China: Fiscal Stimulus

Will Efforts to Meet Energy Efficiency Targets Solve China's Overcapacity Problem?

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

India: Bond Market

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

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

GCC: Real Estate Sector

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

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

Russia and the U.S.

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

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

Central and Eastern European Demographics

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

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

Russia: Equity Markets

Russian Stocks: Ready to Rally?

Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Markets : Equities

China: Ethnic and Territorial Disputes

Can China Win Tibetan Loyalties with New Policies?

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

Turkey: Bond Market

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

Turkey : Europe : Markets : Government Bonds

The Turkish Lira

Turkish Lira: Analysts See Depreciation Trend Ahead

Turkey : Europe : Markets : Currencies

The Hungarian Forint

Eastern European Currencies: Appetite Returns, But Forint Considered Vulnerable

Central Europe : Hungary : Europe : Markets : Currencies

Global Fiscal Stimulus Measures

What's in Japan's Fiscal Stimulus Packages?

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

Lebanon: Economic Profile

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

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

MENA: Bond Market

Is Recovery Underway in MENA/GCC Bond Markets?

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

Philippines: Domestic Demand

Will Remittances to the Philippines Keep Rising?

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

Philippines: Monetary Policy

Will Philippine Inflation Remain Tame?

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

MENA: Banks

GCC Banking Sector: What Lies Ahead?

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

Egypt: Economic Profile

Egypt's Growth Accelerates in H1: How Strong Will 2010 Growth Be?

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

Israel: The Shekel (currency)

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

Israel : Middle East and Africa : Markets : Currencies

Global Military Spending

Global Military Spending Still on the Rise?

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

The Czech Koruna

Eastern European Currencies: Appetite Returns, But Forint Considered Vulnerable

Central Europe : Czech Republic : Europe : Markets : Currencies

Venezuela: The Bolivar (currency)

Will the New FX Policy Be Successful in Venezuela?

Venezuela : Latin America : Markets : Currencies

Turkey and the U.S.

Turkey's Deteriorating Relations With the West: Obama Sounds Warning

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

India: Asset Markets

India's Stock Market and Capital Inflows: Will Global Cues Counteract Domestic Fundamentals?

India : South Asia : Asia/Pacific : Markets

The IMF in Sub-Saharan Africa

The Millennium Development Goals at Risk Amid Slowdown

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

South Korea: Asset Markets

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

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

Mexico: Monetary Policy

What Is Mexico's Monetary Policy Outlook for 2010?

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

Argentina: Fiscal Policy

How Sustainable Is Argentina's Fiscal Position?

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

EU Newcomers: Monetary Policy

Hungarian Central Bank: In Wait-and-See Mode, Holds at 5.25% in August

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

India: Financial Sector

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

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

India: Real Estate Sector

Is India's Real Estate Sector Bottoming Out?

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

Developing Countries and Climate Change

China's Environmental Woes: The Great Leap Backward

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

The G20's Role in Economic Policymaking

What Was Accomplished at the G20 Summit in Toronto?

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

Reform of the European Union

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

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

Mexico: External Accounts

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

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

Singapore: Domestic Politics

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

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

Russia and the EU

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

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

GCC: Fiscal Policy

GCC Fiscal Outlook: Continued Spending

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

Taiwan: Domestic Politics

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

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

Sino-Japanese Relations

China Worries Japan by Flexing Its Muscles in the Pacific

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

Peru's New Sol

Peru's New Sol and International Reserves

Andean : Peru : Latin America : Markets : Currencies

Global Health: Pandemics

Swine Flu Epidemic: Impact on Mexico's Economy

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

The BRICs and Reserve Currency Alternatives

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

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

Mexico: Price Dynamics (Inflation/Deflation)

Will Mexico's Inflation Remain Benign in H2 2010? What About 2011?

Mexico : Macro View : Monetary Policy and Inflation

Mexico: Fiscal Accounts

Mexico's Fiscal Accounts Outlook

Mexico : Latin America : Macro View : Fiscal Policy

Chile: Domestic Politics

What Is President Piñera's Plan for Chile?

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

China: Derivatives Regulation

Will Chinese State-Owned Enterprises Break Their Derivatives Contracts?

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

The Polish Zloty

Eastern European Currencies: Appetite Returns, But Forint Considered Vulnerable

Central Europe : Poland : Markets : Currencies

Syria: Energy Sector

Can Syria Diversify Away From Oil?

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

Colombia's Central Bank

When Will the Colombian Central Bank Start Removing Monetary Accommodation?

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

Argentina: Economic Profile

How Are Argentina's Leading Indicators Doing?

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

MENA: Fiscal Policy

Kuwait Finally Spending More of its Windfall?

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

Venezuela's Regional Clout

Chavez's Nationalizations: What's Next?

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

The Bank for International Settlements (BIS)

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

Brazil: Economic Profile

How Fast Is Brazil Decelerating in H2 2010? What About 2011?

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

Shanghai Cooperation Organization

Shanghai Cooperation Organization Rules Out Membership for Iran

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

The IMF Rescues the CIS

Armenia: Return to Positive Growth in 2010?

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

Philippines: External Account

Will the Philippines' Balance of Payments Fall Into Deficit?

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

Brazil's Foreign Policy

What Does Lula Want from Ahmadinejad?

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

Mexico: Economic Profile

How Fast will Mexico's Economy Decelerate in H2 2010? What about 2011?

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

Russian Demographics

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

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

Malaysia: Fiscal Outlook

Is Malaysia's Budget Deficit Still under Control?

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

China and India: Technological Change

Will Improving Global Conditions Revive India's IT Sector?

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

Argentina: External Accounts

International Reserves, Private Deposits and the Argentine Peso

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

Banco del Sur: The Bank of the South

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

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

Turkey: Demographics

Turkey's Demographic Bonus: A Mixed Blessing

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

The Andes: External Accounts

How Are Andean Current Accounts Faring?

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

Chile: Monetary Policy

Chilean Monetary Policy: How Much Tightening in 2010?

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

India: Information Technology Sector

Will Improving Global Conditions Revive India's IT Sector?

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

Chile: Price Dynamics (Inflation/Deflation)

What Is Chile's Inflation Outlook for 2010?

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

Malaysia: Banking Sector

Is Malaysia’s Banking Sector Stabilizing?

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

India: Agriculture Sector

Will Weak Monsoons Exacerbate Inflationary Pressures in India?

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

Chile: Fiscal Policy

Chile's Stabilization Fund and Fiscal Responsibility

Chile : Latin America : Macro View : Fiscal Policy

Singapore: Financial Sector

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

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

South Korea: Key Sectors

Will South Korean Automakers Continue to Grab Global Market Share?

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

Taiwan: Electronics Sector

Is Taiwan's Electronics Sector Consolidating?

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

Venezuela: Bond Markets

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

Venezuela : Latin America : Markets : Government Bonds

India: Airline Sector

Will the Indian Government Bailout the Public Airline?

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

Malaysia: Financial Sector

Is Malaysia’s Banking Sector Stabilizing?

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

Venezuela: Credit Rating Agencies

Venezuela: Credit Ratings and Outlooks

Venezuela : Latin America

Chile: Credit Rating Agencies

Chile's Sovereign Credit Ratings and Outlooks

Chile : Latin America

Indonesia: Economic Reform

Is Indonesia Becoming More Attractive to Investors?

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

Malaysia: Political Environment and Reform

Will Malaysia Successfully Accelerate Growth With the New Economic Model?

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

Turkey: Banking Sector

A Banner 2009 for Turkish Banks: What About 2010?

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

Saudi Arabia: Security and Defense Policy

Understanding the Saudi Offensive In Yemen

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

Philippines: Financial Sector

Are Philippine Bank Balance Sheets Sound?

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

Singapore: Real Estate Market

Will Another Round of Cooling Measures Dampen Home Prices in Singapore?

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

Taiwan: Asset Markets

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

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

Latin America: Monetary Policy

Will Brazil Resume Tightening in 2011?

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

The East-West Divide In Europe

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

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

Turkey: Equity Market

Turkish Stock Market Set Another Year of Strong Performance in 2010

Turkey : Emerging Markets : Europe : Markets : Equities

Mercosur: South America's Trade Bloc

What Is the Future of Mercosur?

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

Malaysia: Bond Market

Will Malaysia Tap International Bond Markets Again in 2010?

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

Thailand: Production

Thai Sugar Industry and the Threats to Sustained Export Growth

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

Malaysia: Asset Market

What Are the Implications of Further FX Liberalization in Malaysia?

Malaysia : South East Asia : Asia/Pacific : Markets

Taiwan: Banking Sector

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

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

Taiwan: Fiscal Policy

Is Taiwan's Fiscal Policy Sustainable?

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

India: Defense and Security Posture

India and Pakistan Move Closer to Peace Talks?

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

Food Supply

Russian Wheat Crisis a Rising Risk for Inflation in Africa

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

Hong Kong as China's Financial Center

Is the Outlook Improving for Hong Kong's Banks?

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

Eastern Europe: External Accounts

Eastern Europe: Will High Current Account Deficits Return?

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

Philippines: Asset Markets

Will the Philippines Introduce Peso Bonds on the Global Market?

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

Philippines: Fiscal Policy

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

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

South Korea: Domestic Consumption

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

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

Mexico's Fiscal Stimulus Package

Mexico's Fiscal Accounts Outlook

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

Indonesia: Commodity Market

What Impact Will Rising Food Prices Have on Indonesia?

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

Russian Currency Reserves and Sovereign Wealth

Currency Composition and Asset Allocation of Russia's FX Reserves: Diversifying from the Dollar?

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

Philippines: Economic Profile

Trade Liberalization in the Philippines

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

Thailand: Equity Markets

Have Thai Stocks Been Affected by Political Violence?

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

Thailand: Investment

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

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

South Korea: Sovereign Wealth Fund

Will the Korea Investment Corporation Become Aggressive in Managing Reserves?

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

Thailand: Labor Market

World's Lowest Unemployment Rate Is Rising

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

Thailand: Domestic Demand

Thai Consumer: Battered by Political Turmoil?

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

Thailand: Real Estate

Is Thai Commercial Property Investment Slowing?

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

Thailand: Sovereign Bonds

Thai Government Bonds: Is a Sovereign Upgrade Finally in Sight?

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

Thailand: Financial Sector

Do Thai Banks Still Rely Too Much on Collateral?

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

Western European Banks' Support of their Eastern Counterparts

Vienna Initiative: Western Europe Banks Pledge Continued Support to Eastern Europe Subsidiaries

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

MENA: Equity Markets (Non-GCC)

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

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

Slovakia: Economic Profile

Slovakia Macro View: Strong Q2 GDP Growth, Tatra Tiger Rebounds

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

Uruguay: Bond Markets

The View of Uruguay by Rating Agencies

Uruguay : Latin America : Markets : Government Bonds

GCC: Sovereign Funds

Qatar Investment Authority (QIA): Back in the Market

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

Sub-Saharan Africa Currency Trends

Nigeria: Will the Naira Stabilize?

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

Ecuador: Domestic Politics

How Much More Reform Will Correa Pass in Ecuador? Any Economic Impact?

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

Ecuador: Bond Markets

Ecuador's Debt Restructuring Proposal

Andean : Ecuador : Latin America : Markets : Government Bonds

U.S.-China Strategic and Economic Dialogue

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

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

U.S. Missile Defense in Eastern Europe

U.S. Scales Down Missile Shield in Eastern Europe

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

GCC: Exchange Rate Regimes

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

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

Coal

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

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

GCC: Monetary Policy and Inflation

Can GCC Governments Meet Food Supply Needs?

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

Uruguay: Economic Profile

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

Uruguay : Latin America : Macro View : Current Financial Crisis

Mexico: Finance and Banking Sector

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

Mexico : Latin America : Finance and Banking

Ecuador: Oil Sector

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

Argentina: Price Dynamics (Inflation/Deflation)

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

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

Mexico: Energy Sector

Mexico's Energy Sector: Oil Production Falling

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

Lebanon: Fiscal Stance

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

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

Brazil: Fiscal Policy

Are Brazil's Fiscal Accounts Sound?

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

Brazil: Monetary Policy

When Will Brazilian Inflation Move Closer to Target?

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

Israel: Politics

Will Israel Try to Stop Iran's Nuclear Program?

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

GCC: Foreign Policy

Foreign Policy of Arab States

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

The Asia-Pacific Strategic Balance

China Worries Japan by Flexing Its Muscles in the Pacific

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

APEC's Growing Profile

APEC's November Meeting Pushes for Regional Integration and Rebalancing

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

Asian Development Bank (ADB)

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

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

Russian Investment

Russian Rules for Strategic Investment

Russia : Russia, CIS and the Caucasus : Europe

Mexico's Bolsa

Mexico's Stock Exchange and its IPC Index

Mexico : Latin America : Markets : Equities

Lending Conditions in Brazil

Lending Conditions in Brazil: Fostering the Recovery?

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

The League of Arab States (Arab League)

Is the UAE Tightening the Screws on Iran?

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

The Organization of the Petroleum Exporting Countries (OPEC)

Is Venezuela Heading Toward a Deep Recession?

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

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

IMF, Others Loan to Zimbabwe

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

U.S.-Mexico Relations

Drug-Related Violence Escalates in Mexico

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

Jordan's Monetary Stance and Inflation

Lebanon, Syria and Jordan : Middle East and Africa

Peru's Fiscal Stimulus Program

What Is Peru's Monetary Policy Outlook for 2010?

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

Massive Rating Reviews Among Emerging Markets***

Mexico : Venezuela : Latin America

The NAFTA Debate

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

Canada : Mexico : United States : North America

Bolivia's New Constitution

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

Turkey's Dealings with the IMF

Turkey : Europe

Israel: Fiscal Policy

Will Israel’s Budget Deficit Narrow in 2010?

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

RGE Analysis

CHINA MONTHLY

Wen Ex Machina

By Adam Wolfe and Rachel Ziemba Sep 1, 2010

MENA FOCUS

Power Shortages Plague MENA

By Maya Rusinowicz and Rachel Ziemba Sep 1, 2010

CROSS ASSET MONTHLY

The Big Picture: It Will Get Worse Before it Gets Better

Arnab Das Aug 31, 2010

CROSS ASSET MONTHLY

Credit: Who Gets Their Pound of Flesh?

David Nowakowski Aug 31, 2010

CROSS ASSET MONTHLY

Commodities: No Pain, No Grain

Shelley Goldberg Aug 31, 2010

CROSS ASSET MONTHLY

Currencies: The End of Exuberance

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Emerging Markets: At the Cross Roads

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Fixed Income: Unconventional Policies Create Uncertainty

Arun Motianey Aug 31, 2010

CROSS ASSET MONTHLY

Equities: Über Competitive Germany

Gina Sanchez Aug 31, 2010

Brazil: Industrial Output Disappointed in July

By Bertrand Delgado Aug 31, 2010

CROSS ASSET MONTHLY

Financial Institutions: Cracks in the EZ Façade

Jennifer Kapila Aug 31, 2010

LATAM FOCUS

Week Ahead (Week of August 30, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 27, 2010

LATAM FOCUS

Brazil’s Spending Remains High Before Election

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Aug 27, 2010

Asia Week Ahead: Growth Concerns Outweigh Inflation Risks

By Arpitha Bykere, Michael Manetta, Mikka Pineda and Adam Wolfe Aug 26, 2010

RGE STRATEGY VIEW

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

LatAm Focus: Brazil’s Inflation Reaches Bottom; Mexico on a Rocky Growth Path

By Bertrand Delgado, Juan Lorenzo Maldonado and Ana Pulido Aug 25, 2010

Strength in Numbers: How Export Diversification Can Help African Economies

By Jennifer Livingstone and Kavitha Cherian Aug 24, 2010

LatAm Focus: Colombia Pushes Forward While Venezuela Surprises to the Upside

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 20, 2010

Asia Week Ahead: Exports, Industrial Production Set to Slow

By Mikka Pineda, Adam Wolfe and Michael Manetta Aug 19, 2010

MENA Focus: Fearing a Food Crisis

By Ayah El Said, Maya Rusinowicz and Rachel Ziemba Aug 18, 2010

LatAm Focus: Lula’s Protégé Dilma Rouseff Advances in Brazil Election

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 18, 2010

Brazil: Growth and SELIC Still Adjusting Downward

By Bertrand Delgado Aug 16, 2010

LATAM FOCUS

Week Ahead (Week of August 16, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 13, 2010

LatAm Focus: Brazil’s Growth Decelerates While Colombia and Venezuela Mend Ties

By Bertrand Delgado, Juan Lorenzo Maldonado and Maria Paula Carvajal Aug 13, 2010

Asia Week Ahead: Waxing Inflation, Waning Growth

By Adam Wolfe, Mikka Pineda, Michael Manetta and Arpitha Bykere Aug 12, 2010

Brazil: Economic Activity Consolidating to a Slower Pace

By Bertrand Delgado Aug 12, 2010

LATAM FOCUS

Mexico and the U.S. Together for the Good Times and Bad

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 11, 2010

RGE STRATEGY FLASH

Brazil: Central Bank Report and Markets Suggest 2010 Tightening Cycle Is Ending

By Bertrand Delgado Aug 9, 2010

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 6, 2010

China Focus: Inflation, Trade Tensions Heat Up

By Adam Wolfe and Rachel Ziemba Aug 6, 2010

LatAm Focus: Chile Recovers While Venezuelan Inflation Surprises on Downside

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 6, 2010

Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Aug 5, 2010

LATAM FOCUS

Tightening Cycle to Continue in Chile and Peru

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 4, 2010

Beware! Here Be UDICs: Demystifying China's Local Government Debts

By Adam Wolfe Aug 2, 2010

RGE STRATEGY VIEW

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

By Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski Aug 2, 2010

LATAM FOCUS

Week Ahead (Week of August 2, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 30, 2010

Europe Weekly Spotlight: EZ Corporate Credit Conditions; Inflation Risks in Russia

By Elisa Parisi-Capone, Katharina Jungen, Rachel Ziemba, David Rogovic, Mikko Forss and Jelena Vukotic Jul 30, 2010

LatAm Focus: Brazil Shifts to Dovish While Mexico Stays Neutral

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 30, 2010

Asia Week Ahead: Skidding Exports to Keep Rate Hikes Gradual Despite Inflation

By Arpitha Bykere, Michael Manetta, Mikka Pineda and Rachel Ziemba Jul 29, 2010

LATAM FOCUS

Week Ahead (Week of July 26, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

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

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

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

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

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

By Adam Wolfe and Rachel Ziemba Jul 21, 2010

LatAm Focus: Brazil Takes Its Next Monetary Step

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Jul 20, 2010

GLOBAL ECONOMIC OUTLOOK

Global Outlook Update: Q3 2010

By RGE Analysts Jul 19, 2010

LATAM FOCUS

Week Ahead (Week of July 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 16, 2010

GLOBAL ECONOMIC OUTLOOK

Singapore: Q3 2010 Outlook

By Arpitha Bykere Jul 15, 2010

LatAm Focus: Inflation Spells Trouble for Argentina

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 15, 2010

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

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

LatAm Focus: Inflation Outlook Brightens for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 13, 2010

GLOBAL ECONOMIC OUTLOOK

Indonesia: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Asia/Pacific: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

South Korea: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Malaysia: Q3 2010 Outlook

By Arpitha Bykere Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

South Africa: Q3 2010 Outlook

By Kavitha Cherian Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Latin America: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Argentina: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Chile: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Colombia: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Mexico: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Brazil: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

Venezuela: Q3 2010 Outlook

By Juan Lorenzo Maldonado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

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

By Ayah El Said and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Israel: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Maghreb: Q3 2010 Outlook

By Maya Rusinowicz and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Egypt: Q3 2010 Outlook

By Ayah El-Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Levant: Q3 2010 Outlook

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

GLOBAL ECONOMIC OUTLOOK

Saudi Arabia: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

India: Q3 2010 Outlook

By Arpitha Bykere Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Taiwan: Q3 2010 Outlook

By Adam Wolfe Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

China: Q3 2010 Outlook

By Adam Wolfe and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Russia: Q3 2010 Outlook

By Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Peru: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

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

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

China Focus: Treading Water or Drowning?

By Adam Wolfe and Rachel Ziemba Jul 7, 2010

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

By Arpitha Bykere and Adam Wolfe Jul 6, 2010

LATAM FOCUS

Week Ahead (Week of July 5, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 2, 2010

GLOBAL ECONOMIC OUTLOOK

Thailand: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

GLOBAL ECONOMIC OUTLOOK

Philippines: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

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

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

LatAm Focus: Brazil Settles Into Slower Growth

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 1, 2010

LATAM FOCUS

Mexico's Economic Activity Fails to Impress

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 29, 2010

LATAM FOCUS

Signs of Marginal Deceleration in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 24, 2010

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

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

Chinese Investment: The Slow Grind Ahead

By Adam Wolfe Jun 23, 2010

LATAM FOCUS

Parsing Colombia's New President

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 22, 2010

RGE STRATEGY VIEW

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

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

LATAM FOCUS

Week Ahead (Week of June 21, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 18, 2010

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

By Arpitha Bykere and Mikka Pineda Jun 17, 2010

RGE STRATEGY FLASH

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

By Natalia Gurushina Jun 16, 2010

LATAM FOCUS

Peru Shows No Sign of Slowing

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 15, 2010

Asia Week Ahead: Regional Divergences in Growth and Inflation Risks

By Arpitha Bykere and Mikka Pineda Jun 10, 2010

LatAm Focus: Inflation Behaving but Still Under Watch

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 10, 2010

LatAm Focus: Chile and Brazil Growth Heralds Tightening to Come

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 8, 2010

Asia Week Ahead: Signs of Easing Growth Challenge Monetary Policy

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

LatAm Focus: Eurozone Jitters Yet to Shake Mexico Consumer Confidence

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 3, 2010

RGE STRATEGY VIEW

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

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

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

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

LatAm Focus: Brazil Leads as Venezuela Lags

By Bertrand Delgado and Juan Lorenzo Maldonado May 27, 2010

LatAm Focus: Eurozone Woes Loom Over Forecasts

By Bertrand Delgado and Juan Lorenzo Maldonado May 25, 2010

LatAm Focus: Domestic Demand Buoys Chile and Peru

By Bertrand Delgado and Juan Lorenzo Maldonado May 18, 2010

LATAM FOCUS

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

By Bertrand Delgado and Juan Lorenzo Maldonado May 14, 2010

LatAm Focus: Another Sign of Breakneck Growth in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado May 13, 2010

LatAm Focus: Inflation Swells in Brazil, Dwindles in Mexico

By Bertrand Delgado and Juan Lorenzo Maldonado May 11, 2010

Market Turmoil Amid Eurozone Contagion Fears

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

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

By Adam Wolfe and Rachel Ziemba May 3, 2010

LATAM FOCUS

Revising the Tightening Cycle in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 29, 2010

Global Market Strategy Q2 2010: Emerging Markets

By Natalia Gurushina Apr 28, 2010

LatAm Focus: Hawkish Statements Foreshadow Brazil’s Next Move

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 27, 2010

LATAM FOCUS

Seasonal Factors Temper Mexico's Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 22, 2010

Explaining Turkey's Jobless Growth Conundrum

By David Rogovic and Murat Vardal Apr 21, 2010

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 20, 2010

LATAM FOCUS

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

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 16, 2010

LATAM FOCUS

New Forecast for Brazil After Pleasant Surprises

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 15, 2010

Bullish on Emerging Asia FX Following Singapore’s Revaluation

By Natalia Gurushina and Arpitha Bykere Apr 15, 2010

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

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 13, 2010

Time to Position for Higher Rates in Russia

By Natalia Gurushina Apr 13, 2010

LATAM FOCUS

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

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 9, 2010

LatAm Focus: Blame Perishables for High Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 8, 2010

LATAM FOCUS

Mexico's Inflation Outlook Dims

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 6, 2010

In China, Politics Trump Monetary Policy

By Adam Wolfe Mar 31, 2010

LatAm: Brazil Inflation Holds Steady as Expectations Waver

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 30, 2010

Time to Take Profit on Long Polish Zloty Positions

By Natalia Gurushina and Mary Stokes Mar 29, 2010

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

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 26, 2010

LatAm: All Signs Point to April Hike for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 25, 2010

LatAm: Mexico Not Yet Fueling Its Own Engine

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 23, 2010

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

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 19, 2010

LatAm: Brazil Central Bank Still Won’t Budge

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 18, 2010

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

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 12, 2010

LatAm: Brazil Strides Forward, Chile Treads with Caution

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 11, 2010

LatAm: Waiting on Hikes and Surveying Quake Damage

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 9, 2010

China: What to Expect from the February Data

By Adam Wolfe and Rachel Ziemba Mar 9, 2010

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

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 4, 2010

LatAm: Never a Dull Moment

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 2, 2010

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

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 26, 2010

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

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

Latin America: What's Coming Up?

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

China: No Exit

By Adam Wolfe Feb 19, 2010

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

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

Latin America: What’s Coming Up?

By Bertrand Delgado Feb 8, 2010

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

By Adam Wolfe and Rachel Ziemba Jan 25, 2010

Comparing 2010 Growth Forecasts for Major Economies

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

Turkey Fiscal Deterioration: More than Just Cyclical?

By Mary Stokes Nov 23, 2009

Global Monetary Policy Outlook

The RGE Analyst Team Nov 11, 2009

Are Capital Controls in Fashion Again?

RGE Analyst Team Oct 28, 2009

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

Nouriel Roubini and Ayah El Said Oct 8, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 7, 2009

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

Adam Wolfe and Rachel Ziemba Sep 22, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

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

Nouriel Roubini May 19, 2009

Background on Thailand's Political Crisis

Mikka Pineda Apr 15, 2009

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

Nouriel Roubini Apr 13, 2009

Thai Public Finance: Can Thailand Afford Another Political Crisis?

Mikka Pineda Apr 1, 2009

Vulnerabilities in the Emerging World

RGE Analyst Team Feb 4, 2009

Can Russia Avoid a Hard Landing?

Rachel Ziemba Nov 28, 2008

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

Italo Lombardi Oct 27, 2008

South Korea on the Cusp of its Own Credit Crunch?

Mikka Pineda Dec 11, 2007

Beating on the Thai Baht Conundrums (Part 2)

Mikka Pineda Dec 8, 2007

EconoMonitors

Europe EconoMonitor

What Lies Beneath Turkey’s Stellar Tourism Statistics?

Emre Deliveli Sep 2, 2010

Asia EconoMonitor

China Auto Sales: WTF?

Adam Wolfe Sep 2, 2010

RGE Analysts' EconoMonitor

Urban Unemployment Increases in Colombia

Bertrand Delgado and Juan Lorenzo Maldonado Sep 2, 2010

Emerging Markets Monitor

BRIC Justice

Walter Molano Sep 1, 2010

Emerging Markets Monitor

Foot Massage in a Turkish Bath

Emre Deliveli Sep 1, 2010

Emerging Markets Monitor

Brazil’s Economic Policies Under President Rouseff

Thomas Trebat Aug 31, 2010

Emerging Markets Monitor

Window on the World

Walter Molano Aug 31, 2010

Emerging Markets Monitor

Fiscal Policy in Brazil: Why “Primary Surpluses”?

Antonio Carlos Lemgruber Aug 30, 2010

Emerging Markets Monitor

Have We Underestimated Chinese Consumption?

Michael Pettis Aug 30, 2010

RGE Analysts' EconoMonitor

Mexico: Investors Looking at Business Confidence and Future Growth

Bertrand Delgado Aug 30, 2010

Daily Digest

Analysis

S. Korea: The Industrial Activities in July 2010

Korea National Statistics Office  Sep 02, 2010

News

Ecuador hopes to restore Colombia ties by December

Colombia Reports  Kirsten Begg Sep 02, 2010

News

Chávez to radicalize the revolution after parliamentary vote

El Universal  Sep 01, 2010

News

Venezuela's public deficit at USD 4.88 billion in five months

El Universal  Mayela Armas H Sep 01, 2010

News

Venezuela says opposition sought protester's death

Reuters  Andrew Cawthorne Sep 02, 2010

News

Peru to Continue `Gradually' Raising Rates, Central Banker Velarde Says

Bloomberg  Eliana Raszewski and John Quigley Sep 02, 2010

News

Brazil's opposition attacks Rousseff over scandal

Reuters  Sep 02, 2010

Blogs

Brazil’s oil valuation: politicians score ahead of investors

Financial Times  Jonathan Wheatley Sep 02, 2010

News

Colombia 'ready' for action to lower price of peso

  Adriana Alsema Sep 02, 2010

News

Department of Trade and Industry targets industries operating like cartels

Philippine Star  Elisa P. Osorio Sep 03, 2010

News

Department of Tourism still upbeat on target of 3.3-million visitors

Philippine Star  Sep 03, 2010

News

ADB approves $400-million loan for cash transfer program

Philippine Star  Helen M. Flores Sep 03, 2010

News

MRT subsidy raised by P2.2 B in 2011

Manila Bulletin  Chino S. Leyco Sep 03, 2010

News

August revenues likely short of goal

Manila Times  Katrina Mennen A. Valdez Sep 02, 2010

News

Foreigners complain of Aquino’s mining ‘policy’

Manila Times  Sep 02, 2010

News

RP growth seen to breach govt target

Manila Times  Darwin G. Amojelar and Lailany P. Gomez Sep 02, 2010

News

Agriculture dept to increase loans to farmers through co-ops, rural banks

Manila Times  James Konstantin Galvez Sep 02, 2010

Blogs

Philippine competitiveness and innovation

Philippine Economy: Reinventing Ourselves  Sep 02, 2010

News

Thailand: Fitch upgrades possible in medium term

The Nation  Nalin Viboonchart Sep 02, 2010

News

Citigroup: 2H Philippine GDP likely to slow down

GMA News  Sep 02, 2010

News

BoI stops granting tax incentives to IPPAs unless they are RE projects

Manila Bulletin  Bernie Cahiles-Magkilat Sep 02, 2010

Analysis

Two Decades of Journey to Local Autonomy in the Philippines

Asia Foundation  Maria Belen Bonoan Sep 01, 2010

Analysis

Place of Work of Overseas Filipino Workers (Results from the 2007 SOF)

National Statistics Office, Republic of the Philippines  Sep 02, 2010

News

Inflation stays above 3%

Bangkok Post  Sep 02, 2010

News

BoT: Politics not hindering econ growth

National News Bureau of Thailand  Sarun Saelee Sep 02, 2010

News

June public debt stands at 43.19% of GDP

National News Bureau of Thailand  Weeranuwat Saengsawang Sep 02, 2010

News

Korn: Baht rise to not affect national exports

National News Bureau of Thailand  Boonsong Lipimas Sep 02, 2010

Analysis

Continued Economic Growth in July but Likely Slow in 2H10

Kasikorn Research  Aug 31, 2010

Analysis

CPF: Unexciting meat prices in August |Banking: Bullish sector, led by growth

KGI Securities  Aungkana Tungwikromkrai et al Sep 02, 2010

News

Thai Court Lifts Ban on Stalled Industrial Projects

Bloomberg  Suttinee Yuvejwattana and Supunnabul Suwannakij Sep 02, 2010

News

Thailand Watching Baht's Strength

Wall Street Journal  Piyarat Setthasiriphaiboon Sep 02, 2010

Analysis

What is Turkey’s Referendum About?

Turkey Analyst  Svante E. Cornell Sep 02, 2010

News

‘Turkey to Make Difference by Reducing Public Debt’

Today’s Zaman  Sep 02, 2010

News

CAD Widens but No Worries as Export Bounces Back to Double Digits

Today’s Zaman  Sep 02, 2010

News

Thai govt tells bank to monitor soaring baht

AFP  Sep 02, 2010

News

Ambiguities in post-US Iraq a new tightrope to walk for Turkey

Today’s Zaman  Emine Kart Sep 02, 2010

News

“S. Korea’s Growth Rate Climbs Up to 6.1% This Year”: IMF

MK Business News  Sep 02, 2010

News

Israel's Huge Oil and Gas Discovery

Seeking Alpha  Ian Cooper Sep 02, 2010

News

Fiscal Rule ‘Not a Must,’ Turkish Minister

Hurriyet  Sep 02, 2010

News

FACTBOX – Austerity Measures outside the Euro Zone

Reuters  Sep 02, 2010

News

Banks to try and prevent speculation on property prices

The Star  Sep 02, 2010

News

Ruble May Slide 7% on Oil Drop, MIG Says: Technical Analysis

Bloomberg  Emma O’Brien Sep 02, 2010

News

Russian Government Rethinks Energy Policies

The Moscow News  Anna Sulimina Sep 02, 2010

News

Indonesian Government Eyes Bonds to Help Fill Infrastructure Funding Gap

The Jakarta Globe  Lee Chyen Yee Sep 02, 2010

News

Russian Panic Buying Fuels Food Price Speculation

Bloomberg  Lyubov Pronina and Ilya Arkhipov Sep 02, 2010

News

VTB Posts Record Six-Month Profit as Russian Economy Recovers

Bloomberg  Denis Maternovsky Sep 02, 2010

Analysis

Russia: August CPI Totals 0.6% m/m

Alfa Bank  Sep 02, 2010

News

Russia Plans to Sell VTB, Sberbank, Rosselkhoz Stakes

Bloomberg  Maria Levitov and Anton Doroshev Sep 02, 2010

News

Low oil/gas exports cause July trade deficit: minister

Antara News  Sep 02, 2010

News

Russia Unlikely to Raise Rates, Ending ‘Easy Money’

Bloomberg  Maria Levitov and Anton Doroshev Sep 02, 2010

News

Indonesia: Governmentt optimistic to keep 2010 inflation within target range

Antara News  Sep 02, 2010

News

RBI clears debt restructuring for aviation sector

Business Standard  Sep 02, 2010

News

EU Business Group Warns China Operating Environment Worsens

iMarket News  Sep 02, 2010

News

Govt may back mandate for 100% open offer

The Hindu Business Line  K.R. Srivats Sep 02, 2010

News

India may miss $12 bn exports target this year

The Economic Times  Sep 02, 2010

News

FDI in retail to help unorganised sector, create jobs: Sharma

The Economic Times  Sep 02, 2010

News

Singapore's manufacturing PMI falls

Channel News Asia  Sep 02, 2010

News

S. Korea: Trade Figures for August 2010

South Korea Ministry of Knowledge Economy  Sep 02, 2010

Analysis

S. Korea: Official Foreign Reserves, Aug 2010

Bank of Korea  Sep 02, 2010

News

Netanyahu Says Mideast Peace Will Require `Mutual and Painful' Concessions

Bloomberg  Flavia Krause-Jackson and Nicole Gaouette Sep 02, 2010

Analysis

CEE Weekly: Summer season was only affected by bond bulls

KBC Banking & Insurance  Aug 30, 2010

News

State budget gap widens to €2.823 billion after eight months

Slovak Spectator  Sep 02, 2010

News

Hungary: Strengthening of Swiss franc represents growth risk

Budapest Business Journal  Sep 02, 2010

News

Agreement on consolidating Slovakia’s state finances remains elusive

Sovak Spectator  Sep 02, 2010

Analysis

Slovak economy was driven by inventories in 2Q

ERSTE Bank  Sep 02, 2010

News

Slovakia’s GDP grows by 4.7 percent in second quarter

  Sep 02, 2010

News

FACTBOX-Key political risks to watch in Brazil

Reuters  Raymond Collit Sep 01, 2010

Analysis

Hungary: Improving economy - deteriorating international trust

GKI  Aug 30, 2010

News

Santos: Brazil must condemn FARC as terrorists

Colombia Reports  Sep 02, 2010

News

Brazil Sao Paulo price index rises 0.17 pct in Aug

Reuters  Vanessa Stelzer Sep 02, 2010

News

UPDATE 3-Brazil charges Petrobras high price in $43 bln swap

Reuters  Raymond Colitt Sep 01, 2010

News

Malaysia: Quarterly Balance of Payments Performance April - June 2010

Department of Statistics Malaysia  Sep 02, 2010

Blogs

July 2010 Monetary Conditions Update

Economics Malaysia  Sep 02, 2010

News

Preliminary Release of Malaysia External Trade Statistics July 2010

Department of Statistics Malaysia  Sep 02, 2010

Analysis

DBS Daily Breakfast Spread September 2

DBS Group Research  Sep 02, 2010

News

Malaysia Registers RM7.01 Billion Trade Surplus in July

Bernama  Sep 02, 2010

News

Bank Negara stands pat, no more hikes in 2010

The Malaysian Insider  Sep 02, 2010

News

South Korea Says it Will Take `Pre-emptive Action' to Limit Price Growth

Bloomberg  William Sim and Eunkyung Seo Sep 02, 2010

News

Sheen wearing off Indian growth

Asia Times  Kunal Kumar Kundu Sep 02, 2010

Blogs

India revises its GDP data

Financial Times (Blogs)  Amy Kazmin Sep 02, 2010

News

Q+A-What is Indonesia's new, proposed bank reserve regulation?

Reuters  Aditya Suharmoko Sep 02, 2010

News

Slovak Premier Slams Euro Bailouts

Wall Street Journal  Leos Rousek Sep 02, 2010

Analysis

Slovakia: Economic growth was slightly revised up to 4.7% y/y

ERSTE Bank  Mária Valachyová Sep 02, 2010

News

China's High-Stakes Race for PE 'Crown Jewel'

Caixin  Sep 02, 2010

News

Corn imports increase 56 times in quantity in first seven months

People's Daily  Sep 02, 2010

Analysis

SA Motor Alert: Sales cycle impresses

Standard Bank  Shireen Darmalingam Sep 02, 2010

News

South African Vehicle Sales Climb 37% as Low Interest Rates Spur Spending

Bloomberg  Nasreen Seria Sep 02, 2010

News

S.Africa state workers reject offer, take to street

Reuters  Jon Herskovitz and Peroshni Govender Sep 02, 2010

Opinions

China’s Exceptionalism in Africa: from Rhetorical to Substantive Difference?

South African Institute of International Affairs  Chris Alden and Dan Large Sep 02, 2010

News

Malaysia Keeps Interest Rate Unchanged as Global Economic Recovery Weakens

Bloomberg  Shamim Adam Sep 02, 2010

News

BNM Monetary Policy Statement

Bank Negara Malaysia  Sep 02, 2010

Analysis

Is the TAPI Pipeline Any More Viable Now Than It Was in 2002?

Global Insight  Sep 02, 2010

Research

Sustainable Real Exchange Rates in the New EU Member States: What did the Great Recession Change?

IMF  Aleš Bulíř, Kateřina Šmídková and Jan Babecký Sep 02, 2010

Analysis

Focus on South Africa — Towards a longer phase of accommodation; Czech Republic — August fiscal deficit narrows for second month; Poland — Industrial output set for strong rebound; Russia — Year-end inflation likely to exceed 9%

Citigroup  Sep 02, 2010

Analysis

Gross domestic product in the 2nd quarter of 2010

Slovak Statistical Office  Sep 02, 2010

RGE Global Outlook Update


Table of Contents


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


Global Issues
Growth & CPI | Commodities

Top 10 Most Read

1. Executive Summary: States of Flux: Stay Risk Averse
2. Approaching a Dangerous Stall Speed
3. The Big Picture: It Will Get Worse Before it Gets Better
4. U.S. Industrial Production Rises; Mixed Signals From Regional Surveys
5. Wen Ex Machina
6. Power Shortages Plague MENA
7. China's PMIs Signal a Moderation, Not a Hard Landing
8. U.S. Home Prices: Any Signs of an Impending Double Dip?
9. Commodities: No Pain, No Grain
10. Australian GDP Growth: Still Going Strong in 2010

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