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Emerging Markets

Briefings

RGE Analysis

Saudi Arabia: Q1 2010 Outlook

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

Saudi Arabia : Middle East and Africa : Macro View

China: Q1 2010 Outlook

By Rachel Ziemba and Adam Wolfe 2/9/2010

China : Asia/Pacific : Macro View

Israel: Q1 2010 Outlook

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

Israel : Middle East and Africa : Macro View

Turkey: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Turkey : Europe : Macro View

Brazil: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Brazil : Latin America : Macro View

Russia: Q1 2010 Outlook

By Rachel Ziemba 1/30/2010

Russia : Europe : Macro View

Argentina: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Argentina : Latin America : Macro View

Mexico: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Mexico : Latin America : Macro View

Chile: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Chile : Latin America : Macro View

Colombia: Q1 2010 Outlook

By Bertrand Delgado 1/30/2010

Colombia : Latin America : Macro View

Syria: Q1 2010 Outlook

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

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

South Korea: Q1 2010 Outlook

By Hyungyu Kim and Arpitha Bykere 1/30/2010

South Korea : Asia/Pacific : Macro View

India: Q1 2010 Outlook

By Arpitha Bykere 1/30/2010

India : South Asia : Asia/Pacific : Macro View

Hungary: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Hungary : Europe : Macro View

Poland: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Poland : Europe : Macro View

Slovakia: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Slovakia : Europe : Macro View

Latin America: What's Coming Up?

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

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

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

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

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

The China Effect

Rachel Ziemba 8/25/2009

China : Asia/Pacific : Macro View : Markets

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

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

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

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

Bertrand Delgado and Italo Lombardi 5/19/2009

Chile : Latin America : Macro View

One Year Later, Still Crunch Time

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

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

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

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

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

Carry Trade Hotspots: A Currency by Currency Forecast for 2010

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

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

Venezuela Devaluation: Alo Presidente!

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

Argentina : Venezuela : Latin America : Markets : Currencies

Brazil Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Brazil

Argentina Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Argentina

Mexico Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Mexico

Chile Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Chile

Colombia Economic Outlook, Q4 2009

Bertrand Delgado 10/7/2009

Colombia

Russia Economic Outlook, Q4 2009

Rachel Ziemba 10/7/2009

Russia

China Economic Outlook, Q4 2009

Adam Wolfe, Rachel Ziemba 10/7/2009

China

India Economic Outlook, Q4 2009

Arpitha Bykere 10/7/2009

India

Singapore Economic Outlook, Q4 2009

Arpitha Bykere, Jane Yoon 10/7/2009

Singapore

Malaysia Economic Outlook, Q4 2009

Arpitha Bykere, HyunGyu Kim 10/7/2009

Malaysia

Indonesia Economic Outlook, Q4 2009

Arpitha Bykere, HyunGyu Kim 10/7/2009

Indonesia

Saudi Arabia Economic Outlook, Q4 2009

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

Saudi Arabia

Egypt Economic Outlook, Q4 2009

Ayah El-Said 10/7/2009

Egypt

Israel Economic Outlook, Q4 2009

Ayah El-Said 10/7/2009

Israel

Brazil Economic Outlook, Q3 2009

Bertrand Delgado & Italo Lombardi 7/24/2009

Brazil

Argentina Economic Outlook, Q3 2009

Bertrand Delgado 7/24/2009

Argentina

Mexico Economic Outlook, Q3 2009

Bertrand Delgado 7/24/2009

Mexico

Chile Economic Outlook, Q3 2009

Italo Lombardi 7/24/2009

Chile

Colombia Economic Outlook, Q3 2009

Betrand Delgado 7/24/2009

Colombia

Russia Economic Outlook, Q3 2009

Rachel Ziemba 7/24/2009

Russia

China Economic Outlook, Q3 2009

Rachel Ziemba 7/24/2009

China

Taiwan Economic Outlook, Q3 2009

Rachel Ziemba 7/24/2009

Taiwan

India Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

India

Malaysia Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

Malaysia

Saudi Arabia Economic Outlook, Q3 2009

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

Saudi Arabia

Egypt Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

Egypt

Israel Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

Israel

Comparing 2010 Growth Forecasts for Major Economies

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

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

EconoMonitors

Global Macro EconoMonitor

RMB Politics Boiling Over

Rachel Ziemba Mar 18, 2010

Latin America Economonitor

Colombia: Setting the Stage

Walter Molano Mar 18, 2010

Global Macro EconoMonitor

Martin Wolf: China, Germany Commiting World to Deflation

Yves Smith Mar 17, 2010

Global Macro EconoMonitor

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

Edward Harrison Mar 17, 2010

Emerging Markets Monitor

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

Michael Pettis Mar 17, 2010

RGE Analysts' EconoMonitor

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

Adam Wolfe and Rachel Ziemba Mar 17, 2010

Emerging Markets Monitor

The Currency Play - Act 1, Scene I

Rebecca Wilder Mar 16, 2010

Asia EconoMonitor

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

Rachel Ziemba Mar 15, 2010

Peterson Institute for International Economics Monitor

China’s Dollar Leverage Is an Exaggerated Threat

Steve Weisman and Joseph E. Gagnon Mar 15, 2010

RGE Analysts' EconoMonitor

Still Buying Treasurys…

Rachel Ziemba Mar 15, 2010

Daily Digest

News

Chile Keeps Overnight Rate at Record Low 0.5% After Earthquake

Bloomberg  Sebastian Boyd Mar 18, 2010

News

India Debt Rating Outlook Upgraded to ‘Stable’ by S&P

Bloomberg  Cherian Thomas Mar 18, 2010

News

Mexican finance minister plans tax reform

Financial Times  Adam Thomson Mar 18, 2010

News

UPDATE 2-Argentina amends debt swap filing with SEC

Reuters  Shane Romig Mar 18, 2010

News

Argentina Debt Benefits From Key Step Toward Swap Offer

Wall Street Journal  Shane Romig Mar 18, 2010

Blogs

PetroChina builds LNG import terminals without the gas

FT Energy Source  Mar 18, 2010

Analysis

International Investment of China in Post-crisis Era

Development Research Center of the State Council  Zhang Xiaoji Zhang Qi Lv Gang Xu Hongqiang Mar 1, 2010

Analysis

Global Economic Imbalance, Structural Transformation of the Chinese Economy and International Cooperation

National University of Singapore  Zheng Yongnian Mar 18, 2010

Analysis

China and the World Economy: Beyond the Crisis

Peterson Institute for International Economics  Fred Bergsten Mar 1, 2010

Analysis

China’s International Trade in Post-crisis Era

Development Research Center of the State Council  Zhang Xiaoji Ly Gang Mar 1, 2010

Analysis

China’s Fiscal Policies during the Post-Crisis Era

China Development  Liu Wei and Jia Kang Mar 1, 2010

News

Parsing the Color Codes of Thailand

Time  Christophe Archambault Mar 18, 2010

Analysis

Asia's Food Crisis Driving Broader Trade Shifts

World Politics Review  Saurav Jha Mar 18, 2010

Analysis

Modernising Russia: Another great leap forward

Economist  Mar 11, 2010

News

Argentine Lawmakers Reject Plan to Tap Reserves

Bloomberg  Eliana Raszewski Mar 18, 2010

News

Chile Fourth-Quarter GDP Expands 2.1% vs Year Earlier

Bloomberg  Sebastian Boyd Mar 18, 2010

News

South Africa: A chastened president fights back

Economist  Mar 18, 2010

News

Brazil Stocks Fluctuate as Central Bank Leaves Rate Unchanged

Bloomberg  Alexander Ragir Mar 18, 2010

News

Israel: Can the coalition hold together?

Economist  Mar 11, 2010

Analysis

The Russian Banking Industry After The 2008–2009 Financial Crisis – What Next?

Russian and Eurasia Security  Laura Solanko and Zuzana Fungáčová Mar 18, 2010

News

China’s exports powerhouse lifts wages

Financial Times  Mar 18, 2010

News

Russia: Oil Fuels Stock Rally For 7th Day

Moscow Times  Mar 9, 2010

News

Australia paves the way to sell uranium to Russia

Brisbane Times  Mar 18, 2010

Analysis

PH: Debt dynamics

DBS Group Research  Mar 18, 2010

News

PH: Probe ordered on oil price hikes

Philippine Star  Marvin Sy Mar 19, 2010

News

PH: RP banking sector posts 7.5% growth in resources in 2009

Philippine Daily Inquirer  Michelle Remo Mar 18, 2010

Analysis

Thailand trade balance is expected to record a surplus of USD 600mn

DBS Group Research  Mar 18, 2010

News

Egypt Keeps Rates on Hold as Inflation Stays Subdued

Bloomberg  Alaa Shahine Mar 18, 2010

Blogs

US administration versus China

Financial Times Gapper Blog  Louise Lucas Mar 18, 2010

Blogs

Thailand's Map Ta Phut crisis - the NGO side of the story

International Chemical Information Service  Malini Hariharan Mar 18, 2010

Blogs

TH: Lifting the lid on the red shirts

Asian Correspondent   Bangkok Pundit Mar 18, 2010

News

Colombia voters elect political novices with possible links to death squads

The Washigton Post  Juan Forero Mar 17, 2010

News

The battle for Thailand

Economist  Mar 18, 2010

News

Tax and Malaysia: GST will be implemented eventually

The Star Online  Mar 18, 2010

News

TH: Red Shirt protesters vow "class war"

Asian Correspondent   Associated Press Mar 18, 2010

Opinions

Indonesia Must Keep the Wind in its Economy's Sails

Jakata Globe  Mar 18, 2010

News

Indonesia: Strong Economy Sets Stage For Reforms: Sri Mulyani

Jakata Globe  Muhamad Al Azhari Mar 18, 2010

News

Emerging-market investors favour Indonesia and Russia

Asian Investor  Joseph Marsh Mar 18, 2010

News

India: Direct tax mop-up to fall short of revised target

Business Standard  Mar 18, 2010

News

India: IDR rules to be relaxed to boost participation

Business Standard  Mar 18, 2010

Opinions

India: Guaranteeing unemployment

Business Standard  Mar 18, 2010

News

Taiwan: Housing bubble not imminent: central bank

Taipei Times  Ted Yang Mar 18, 2010

News

India: Banks wait for dollar bond prices to ease further

Business Standard  Mar 18, 2010

Opinions

India: Does prudence belie reality?

The Economic Times  Deba R Mohanty Mar 18, 2010

News

Taiwan: New financial exchange regulations unveiled

The China Post  Mar 18, 2010

Opinions

India: Let foreign banks into rural areas

The Economic Times  Mar 18, 2010

Opinions

Taiwan: Beijing’s intentions for ECFA very clear

Taipei Times  James Wang Mar 18, 2010

Analysis

Recent economic and financial developments in Turkey

Bank for International Settlements  Durmuş Yilmaz and Governor of the Central Bank of the Republic of Turkey Mar 18, 2010

Opinions

Taiwan: Baby steps in cross-strait access

Taipei Times  Mar 18, 2010

News

Turkey threatens to kick out Armenian migrants

EU Observer  Valentina Pop Mar 18, 2010

News

PH: Government may cut 2010 GDP growth target

Philippine Star  Mar 18, 2010

News

Venezuela's Polar Vows To Challenge Warehouse Seizure

Wall Street Journal  Darcy Crowe Mar 17, 2010

Opinions

India: Why Tobin Tax is desirable

The Hindu Business Line  Y. V. Reddy Mar 18, 2010

News

Brazilian Rate Futures Decline Before Policy Meeting

Business Week  Ye Xie Mar 18, 2010

Analysis

S Korea: Private employment recovery materializes

Woori Investment  Helen Hwang Mar 18, 2010

News

Korea’s Services Sector Uncompetitive

Korea Times  Hyo-sik Lee Mar 18, 2010

Opinions

S Korea: 'Poison Pill'

Korea Times  Yu-ho Kim Mar 18, 2010

News

S Korea: Jun discusses lessons from 2008 crisis

The Korea Herald  Cynthia J. Kim Mar 19, 2010

Opinions

S Korea: Seoul Needs an Action Plan for Kim Jong-il's Death

The Chosun Ilbo  Mar 18, 2010

Opinions

S Korea: New appointment serious threat to BOK independence

The Hankyoreh  Mar 18, 2010

News

Korea to groom mid-sized firms

The Korea Herald  Chung-un Cho Mar 19, 2010

News

S Korea: 9th Crisis Management Meeting

Ministry of Strategy and Finance, South Korea  Mar 18, 2010

News

S Korea: The MOL supports to create 4,000 jobs in the regions

Ministry of Labor, South Korea  Mar 18, 2010

News

S Korea: Retail Sales Figures for February 2010

Ministry of Knowledge Economy, South Korea  Mar 18, 2010

Analysis

S Korea: Economically Active Population Survey in February 2010

Ministry of Strategy and Finance, South Korea  Mar 18, 2010

Analysis

Effectiveness of Korea's Fiscal Policies and Fiscal Soundness

Samsung Economic Research Institute (Free Registration Required)  Weh-Sol Moon Mar 1, 2010

Opinions

China's property bubble is worse than it looks

FT  Takatoshi Ito Mar 18, 2010

Analysis

S Korea: February employment: Despite high unemployment rate, a positive in better private sector conditions

Korea Investment & Securities  Minkyoo Jun and Eunjung Jin Mar 18, 2010

Opinions

Indonesia: Sensitive issues call for a soft touch

Asia Times  Peter J Brown Mar 19, 2010

Analysis

China’s Exit Strategies: Effects on Korea and China’s Economies

Samsung Economic Research Institute (Free Registration Required)  Om Jung-Myung Mar 18, 2010

News

Indonesia: Jakarta return a unique opportunity

Asia Times  Gary LaMoshi Mar 19, 2010

Opinions

The challenge of becoming a ‘multiethnic Korea’ in the 21st century

East Asia Forum  Kyoung-Hee Moon Mar 18, 2010

Analysis

Singapore: The economics of the Foreign Worker Levy hike

DBS  Irvin Seah Mar 17, 2010

Analysis

Asia: are central banks behind the curve?

DBS  David Carbon Mar 18, 2010

Analysis

Russia now the hot market

URALSIB Capital  Mar 12, 2010

Opinions

Singapore Reits for volatile markets

Finance Asia  Rupert Walker Mar 18, 2010