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Frontier Markets

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Frontier Markets

Frontier Markets: How Correlated with Global Markets and Each Other?

Dubai's Debts

How Will Dubai World's Creditors Respond to Its Proposed Restructuring?

Ghana: Economic Profile

Ghana's Economy Outlook

Vietnam: External Accounts

Will Vietnam's 2nd Devaluation in Three Months Ease the Trade Deficit?

Is Vietnam Facing a Balance of Payments Crisis?

Will Foreign Direct Investment Revive in Vietnam in 2010?

Ukraine: The Hryvnia (currency)

Ukraine: The Hryvnia Conundrum

African Growth Slows Amid Global Slowdown

Sub-Saharan Africa: Modest Rebound in 2010

Energy Risks Hampering Growth in Sub-Saharan Africa

African Oil Exports Slowing Growth

Briefings

Vietnam: Bond Market

How Will Vietnam's Bond Sales Fare in 2010?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Markets : Fiscal Policy : Government Bonds

Angola: Economic Profile

Will Angola Boost Oil Exports?

Sub-Saharan Africa : Middle East and Africa : Macro View

Romania: Economic Profile

Romania: S&P Upgrades Ratings Outlook to Stable

Romania : South East Europe : Europe : Macro View : Growth Outlook and Business Cycle

Sub-Saharan Africa: Asset Markets

Will Other African Countries Follow Angola into the Debt Markets?

Sub-Saharan Africa : Middle East and Africa : Markets

African Growth Slows Amid Global Slowdown

Sub-Saharan Africa: Modest Rebound in 2010

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

China: Investment in Africa

Africa: China's New Economic Frontier?

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

Bulgaria: Economic Profile

Bulgaria Economic Outlook: GDP Declined 5.0% in 2009

Bulgaria : South East Europe : Europe : Macro View : Growth Outlook and Business Cycle

Vietnam: Monetary Policy

Will Inflation Continue to Rise After the Lunar New Year?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View : Monetary Policy and Inflation

Ukraine: Domestic Politics

Economic Challenges for Ukraine's New President

Russia and CIS : Ukraine : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Energy Security and Supply Risks

Lithuania: Economic Profile

Fitch Raises Outlook on Lithuania's Rating

Baltics : Lithuania : Europe : Macro View : Growth Outlook and Business Cycle

Nigeria: Energy Sector

Will Nigeria Attract New Energy Investment?

Sub-Saharan Africa : Middle East and Africa : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil : Oil and Energy

Middle East: Domestic Politics of Arab States

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

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

Russia: Energy Sector

Gazprom's Global Reach: Adding Distribution Networks and Reserves

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

Vietnam: Real Estate Sector

Will Demand Buoy Residential Real Estate in Vietnam?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Markets : Real Estate and Mortgage Finance : Real Estate Sector

Vietnam: Fiscal Policy

Will Vietnam's Stimulus Exacerbate Pressure on the Deficit?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View : Fiscal Policy

Vietnam: External Accounts

Will Vietnam's 2nd Devaluation in Three Months Ease the Trade Deficit?

Vietnam, Cambodia, Laos : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance : International Trade and Globalization

EU Enlargement Process

Iceland's EU Path: Commission Recommends Opening Membership Talks

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

Dubai's Debts

How Will Dubai World's Creditors Respond to Its Proposed Restructuring?

Gulf Cooperation Council : United Arab Emirates : Frontier Markets : Middle East and Africa : Macro View : Markets : Current Account : External Balance : FX Reserves and Sovereign Wealth : Government Bonds

Islamic Finance

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

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

Croatia: Economic Profile

Croatia Economic Outlook: GDP Shrinks 4.4% in Q4

Croatia : South East Europe : Europe : Macro View : Growth Outlook and Business Cycle

Serbia: Economic Profile

Serbia's IMF Program: Foreign Banks to Lower their Credit Exposure?

Serbia : South East Europe : Europe : Macro View : Growth Outlook and Business Cycle

Eastern Europe: Banking Sector

South East European Banks: Effects of the Greek Debt Drama

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

Central and Eastern Europe: Economic Outlook

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

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

Algeria: Economic Profile

Algeria: Economic Reforms

The Maghreb : Frontier Markets : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

Euro Adoption Path for EU Newcomers

Will Greek Woes Delay EU Newcomers' Euro Adoption Timetable?

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

Vietnam: Long-Term Issues

What is Vietnam's Long-Term Outlook?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Geostrategic and Long Term Issues : Development Challenges

Eastern European Public Finances

Public Finances: Eastern Europe Outshines EMU Periphery

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

Eastern European Energy Security

Europe's Nord Stream Pipeline Project Wins Final Approval

Bulgaria : Central Asia : Central Europe : Eurozone : Finland : Russia : Russia and CIS : Serbia : South East Europe : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Natural Gas : Oil and Energy

UAE: Nuclear Power

Will Nuclear Energy Meet Middle East Power Needs?

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks

Middle East: Energy Sector

Will Nuclear Energy Meet Middle East Power Needs?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : United Arab Emirates : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Energy Security and Supply Risks

Libya: Energy Sector and Oil Wealth Management

Will Nuclear Energy Meet Middle East Power Needs?

The Maghreb : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Energy Security and Supply Risks : FX Reserves and Sovereign Wealth

Algeria: Energy Sector

Will Nuclear Energy Meet Middle East Power Needs?

The Maghreb : Middle East and Africa : Geostrategic and Long Term Issues : Energy Security and Supply Risks

Vietnam: The Dong (currency)

Will the Vietnam Dong Stabilize after the Devaluation?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Markets : Currencies

Bangladesh: Economic Profile

Will Government Spending Sustain Bangladesh's Economic Growth?

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

Afghanistan: Economic Profile

Other South Asia : South Asia : Asia/Pacific : Macro View

Pakistan: Economic Profile

How Much Will Pakistan's Economy Grow in 2010?

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

Sri Lanka: Domestic Politics

Is Sri Lanka Set for Post-Election Political Instability?

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

The African Union (AU)

Coup in Niger: Uranium Market Implications?

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

The U.S. and the 'Wars of 9/11'

U.S. Intelligence Agencies Again under Scrutiny

Iraq : Other South Asia : South Asia : United States : Asia/Pacific : Middle East and Africa : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

Zimbabwe: Economic Profile

Hyperinflation Eases in Zimbabwe

Sub-Saharan Africa : Middle East and Africa : Macro View : Inflation Targeting : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Sri Lanka: Monetary Policy

Sri Lanka Maintained Interest Rate on Hold in February 2010: Is Further Monetary Easing Unlikely?

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

Eastern European Currencies

Greece's Fiscal Crisis: Spillover Effects to CEE?

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

Bahrain: Economic Profile

How Vulnerable is Bahrain's Fiscal Position?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View

Shaky Currency Pegs in the Baltic States

Swedish Banks: More Resilient Now, But Risks Remain

Baltics : Estonia : Latvia : Lithuania : Sweden : Europe : Macro View : Markets : Currencies

Latvia: Economic Profile

Latvia: Regaining Competitiveness?

Baltics : Latvia : Europe : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle

Eastern Europe: Bond Markets

Greece's Fiscal Crisis: Spillover Effects to CEE?

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

Sri Lanka: External Account

Sri Lanka’s Exports Moved into Positive Territory in December 2009: Is the Recovery Sustainable in 2010?

Other South Asia : South Asia : Asia/Pacific : Macro View : External Balance

Qatar: Economic Profile

Qatar Economic Outlook: Still Fired by Gas?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

Ukraine: Economic Profile

Ukraine: Economic Outlook 2010

Central Asia : Russia and CIS : Ukraine : Europe : Macro View : Growth Outlook and Business Cycle

Cambodia: Domestic Politics

Will the Cambodia State Continue to Crack Down on the Opposition?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

GCC: Real Estate Sector

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

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

Vietnam: Manufacturing and Corporate Sector

Is Industrial Production Holding Up in Vietnam?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View

Vietnam: Financial Sector

How Vulnerable Are Vietnam's Banks?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Finance and Banking

Kuwait: Fiscal Policy

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

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

Russia and the U.S.

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

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

Oman: Economic Profile

Oman’s Banking and Financial Sector: Will Interest Rates Remain Low?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View

Kuwait: Economic Profile

Kuwait Economic Outlook: Better Times Ahead After Monetary Easing?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

UAE: Banks and Financial Sector

Will UAE Banks Exposure to Dubai World Weigh on Banking Sector Activity?

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Finance and Banking

Political Risk in Eastern Europe

Polish Politics: Reforms Hinge on the 2010 Presidential Vote?

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

MENA: Bond Market

Spillovers From Dubai's Standstill on the MENA Region

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

Vietnam: Asset Markets

Will Ban on Gold Trading Boost Liquidity in the Equity Markets?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Markets : Currencies : Equities : Government Bonds

MENA: Banks

GCC Banking Sector Outlook: What Lies Ahead?

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

Nepal: Economic Profile

Will Nepal's Growth Slow Down in 2009?

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

Sri Lanka: External Assistance

Will the IMF Loan Cushion Sri Lanka from the Fiscal Crisis?

Other South Asia : South Asia : Asia/Pacific : Macro View : IMF and International Economic Institutions

Sri Lanka: Economic Profile

Sri Lanka’s Economy Expands 4.2% Y/Y in Q3: How Strong Will It Be in 2010?

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

IMF's Expanded Role in Central and Eastern Europe

Politics Endangers IMF Programs in Several Countries

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

Cambodia: Foreign Direct Investment

Will FDI Rebound in Cambodia in 2010?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View : Capital Flows, FDIs, Capital Controls : External Balance

Vietnam: Domestic Politics

How Will the 2011 Communist Party Congress Impact Policy?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Cambodia: Real Estate Sector

Will Cambodia's Real Estate Sector Bounce Back?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Markets : Real Estate Sector

Kuwait: Monetary Policy

Kuwait's Bailout Plan: Will the Government Be Forced to Buy Consumer Loans?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View : Monetary Policy and Inflation

Nigeria: Domestic Politics

Nigeria: Rising Tension Amidst Political Transition

Sub-Saharan Africa : Middle East and Africa : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Frontier Markets

Frontier Markets: How Correlated with Global Markets and Each Other?

Kazakhstan : Russia and CIS : Sub-Saharan Africa : Europe : Frontier Markets : Middle East and Africa : Macro View : Markets : Capital Flows, FDIs, Capital Controls : Equities : External Balance

Ukraine Banks

Ukraine Banking Sector: Ballooning NPLs a Risk in 2010

Central Asia : Russia and CIS : Ukraine : Europe : Finance and Banking : Banks and Risk Management

Kenya: Economic Profile

Kenya: Stronger Growth in 2010?

Sub-Saharan Africa : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

The IMF in Sub-Saharan Africa

The Millennium Development Goals at Risk Amid Slowdown

South Africa : Sub-Saharan Africa : Middle East and Africa : Macro View : IMF and International Economic Institutions : International Financial Institutions

Vietnam: Economic Profile

Has Vietnam's GDP Growth Revived?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Central and Eastern European Demographics

Central and Eastern European Demographics: Impact Of Greying And Emigration

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

Darfur and FDI in Sudan

Pressure on China to Divest from Sudan

Sub-Saharan Africa : Middle East and Africa : Geostrategic and Long Term Issues : Foreign Aid : Foreign Policy and Geostrategic Risks

EU Newcomers: Monetary Policy

Romania Monetary Policy: Inflation Slowdown Points to Rate Cut in March

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

Nepal: Political Issues

Political Instability in Nepal as Maoists Strike

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

Ukraine and the IMF

How Flexible Will the IMF Be With Ukraine?

Central Asia : Russia and CIS : Ukraine : Europe : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Cambodia: Commodity Sector

Will Cambodia Fall Victim to the Resource Curse?

Vietnam, Cambodia, Laos : Geostrategic and Long Term Issues : Markets : Oil and Energy

GCC Financial Centers

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

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

Africa's Resources

Money Laundering Financing Global Terrorism?

Sub-Saharan Africa : Middle East and Africa : Markets : Oil and Energy : Other Commodities

Russia and the EU

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

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

Maghreb: Economic Profile

The Maghreb : Middle East and Africa : Macro View

GCC: Fiscal Policy

Saudi Fiscal Stance: Record 2010 Budget

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

Cambodia: Economic Profile

How Will Cambodia Fare in the Global Recession?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Ukraine: The Hryvnia (currency)

Ukraine: The Hryvnia Conundrum

Russia and CIS : Ukraine : Europe : Markets : Currencies

Kazakhstan: Economic Profile

Kazakhstan: Signs of Recovery?

Central Asia : Kazakhstan : Russia and CIS : Europe : Macro View : Growth Outlook and Business Cycle

The Romanian Leu

Whither the Romanian Leu?

Romania : South East Europe : Europe : Markets : Currencies

Kazakhstan: Banking Sector

Kazakhstan: Banks Resort to Debt Restructuring

Kazakhstan : Russia and CIS : Frontier Markets : Finance and Banking : Banks and Risk Management

The Serbian Dinar

Serbia Monetary Policy: NBS Cuts Rate to 9.5% in December

Serbia : South East Europe : Europe : Frontier Markets : Macro View : Markets : Currencies : Monetary Policy and Inflation

Croatia: The Kuna

How Exposed are Western Balkan Countries to a Currency Crisis?

Croatia : South East Europe : Europe : Macro View : Markets : Currencies : Inflation Targeting : Monetary Policy and Inflation

United Arab Emirates: Monetary Stance and Price Dynamics (Inflation/Deflation)

UAE Central Bank Boosts Liquidity in the Face of Dubai's Strains: Will More Provisions Become Necessary?

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Macro View : Monetary Policy and Inflation

Algeria: Fiscal Policy and Oil Wealth Management

Managing Algeria's Wealth: Conservative Asset Allocation

The Maghreb : Middle East and Africa : Macro View : Fiscal Policy : FX Reserves and Sovereign Wealth

MENA: Fiscal Policy

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

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

Middle East: Economic Profile

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

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

Bangladesh: External Sector

Is the Current Account Surplus in Bangladesh Sustainable?

Other South Asia : South Asia : Asia/Pacific : Macro View : External Balance

Bangladesh: Fiscal Policy

Will the Second Fiscal Stimulus Package Boost Bangladesh’s Economy?

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

Abu Dhabi

Reassessment of Implicit Sovereign Guarantees Extends to Abu Dhabi Ratings

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Geostrategic and Long Term Issues : Macro View

United Arab Emirates: Fiscal Policy

UAE Fiscal Policy: Will Public Spending Continue to Climb in 2010?

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Macro View : Fiscal Policy

The Bank for International Settlements (BIS)

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

Shanghai Cooperation Organization

Shanghai Cooperation Organization: NATO of the East?

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

CIS Countries: Economic Profiles

CIS Growth Outlook 2010

Central Asia : Kazakhstan : Russia and CIS : Ukraine : Macro View : Growth Outlook and Business Cycle

The IMF Rescues the CIS

Politics Endangers IMF Programs in Several Countries

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

GCC: Corporate Sector

Middle East Private Equity: Where do Prospects Lie?

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

Ghana: Economic Profile

Ghana's Economy Outlook

Sub-Saharan Africa : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

Pakistan: Monetary Policy

Pakistan Kept Interest Rates Unchanged in January: Is Further Monetary Easing Unlikely?

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

Pakistan: External Assistance

Will Additional IMF Assistance Reduce Pakistan's Financing Pressures?

Pakistan : South Asia : Asia/Pacific : Macro View : IMF and International Economic Institutions

Vietnam: Consumption

Is Consumption Holding Up in Vietnam?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View : Labor Markets and Productivity

Political Risk in the Baltics

Shaky Baltic Governments: Sharp Budget Cuts Boost Political Risk

Baltics : Estonia : Latvia : Lithuania : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Qatar's Fiscal Policy

Qatar Investment Authority (QIA): Back in the Market

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

Bhutan: New Measure of Economic Output

Gross National Happiness?

Other South Asia : South Asia : Asia/Pacific : Geostrategic and Long Term Issues

Bangladesh: Political Issues

Have Political Headwinds Stabilized in Bangladesh?

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

Bangladesh: Asset Markets

Will Bangladesh's Equity Market Continue to Underperform Relative to Asian Peers?

Other South Asia : South Asia : Asia/Pacific : Markets

Sri Lanka: Fiscal Policy

Will Post-War Spending Keep Up Sri Lanka's Fiscal Pressures?

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

Estonia: Economic Profile

Estonia Economic Outlook: Best Positioned of the Baltics for Recovery

Baltics : Estonia : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Turkey: Foreign Policy

Is Turkey Moving Away from the West?

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

APEC's Growing Profile

APEC's November Meeting Pushes for Regional Integration and Rebalancing

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

Bulgaria's Currency Board

Bulgaria: Can its Currency Board Survive?

Bulgaria : South East Europe : Europe : Macro View : Markets : Currencies : Current Financial Crisis : Monetary Policy and Inflation

Bhutan: Political Issues

Will Bhutan Be Successful to Establish World's Newest Democracy?

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

Laos: Economic Profile

Will Laos Post a Strong Recovery?

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Food Subsidies

Food Outsourcing, GM Crops, Bilateral Agricultural Treaties: Innovative Solutions to Ease Global Food Shortages?

Gulf Cooperation Council : Other South Asia : South Asia : Sub-Saharan Africa : Advanced Economies : Asia/Pacific : Emerging Markets : Frontier Markets : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Food and Water Supply : Poverty Reduction : Technological Change

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

Bhutan: Economic Profile

Will Power Export-Based Bhutan’s Economy be Safe from the Global Economics Slowdown?

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

Afghanistan: Domestic Politics

New Afghan Plan: Financial Incentives to Give up Arms?

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

Pakistan: Foreign and Defense Policy

Timeline: U.S.-Pakistan Relations

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

Georgian Politics

Georgia Politics: Leaving the Russian Orbit?

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

Sri Lanka: Asset Markets

Will Sri Lanka’s Stock Market Maintain Strong Momentum in 2010?

Asia/Pacific : Markets : Other South Asia : South Asia

Pakistan: External Accounts

Are Risks to Pakistan’s Current Account Re-emerging in 2010?

Pakistan : South Asia : Asia/Pacific : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance

Afghanistan: Opium Sector

Will Government's Measures Effectively Cut the Opium Production in Afghanistan?

Other South Asia : South Asia : Asia/Pacific : Macro View : Markets

Pakistan: Fiscal Policy

Will High Defense Spending Keep Pakistan's Fiscal Position under Pressure?

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

Belarus Economic Profile

Belarussian Economy in 2009

Central Asia : Russia and CIS : Europe : Macro View : Growth Outlook and Business Cycle

Instability in Pakistan

Violence in Pakistan Escalates

Pakistan : South Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Aid : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

Pakistan: Asset Markets

Will Emerging Security Concerns Affect Pakistan’s Stock Market?

Asia/Pacific : Markets : Currencies : Pakistan : South Asia

Food Supply

Famine Looms Across the Horns of Africa

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

Food Insecurity

Food for Thought on World Food Day: One Billion Remain Undernourished

Sub-Saharan Africa : Frontier Markets : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Food and Water Supply : Foreign Policy and Geostrategic Risks

Eastern Europe: External Accounts

Eastern Europe Current Accounts in Adjustment: Out of the Danger Zone?

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

Russia: Foreign Policy

Russia Flirting With OPEC?

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

Nepal: External Sector

Will Transfers Cushion Nepal's Current Account?

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

East Africa: Fiscal Policy

Expansionary Fiscal Policy in East Africa

Sub-Saharan Africa : Middle East and Africa : Macro View : Fiscal Policy

Western European Banks' Support of their Eastern Counterparts

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

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

MENA: Equity Markets (Non-GCC)

Syrian Stock Exchange Moves Forward Despite Low Liquidity and Trading Volume

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

Regional Development Banks

New Role and Funding For the African Development Bank?

Sub-Saharan Africa : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Development Challenges : Foreign Aid : IMF and International Economic Institutions

GCC: Sovereign Funds

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

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

Sub-Saharan Africa Currency Trends

Nigeria: Will the Naira Stabilize?

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

Serbia: Monetary Policy

Serbia Monetary Policy: NBS Cuts Rate to 9.5% in December

Serbia : South East Europe : Europe : Macro View : Monetary Policy and Inflation

United Arab Emirates: Economic Profile

White Elephants in the UAE: Dubai Property Prices Inch Upward

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

GCC: Exchange Rate Regimes

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

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

GCC: Monetary Policy and Inflation

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

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

Zambia: Economic Profile

Zambia: Vulnerability To Lower Copper Prices

Sub-Saharan Africa : Middle East and Africa : Macro View : Markets : Growth Outlook and Business Cycle

United Arab Emirates: Sovereign Investors

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

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Macro View : FX Reserves and Sovereign Wealth

Nigeria: Economic Profile

Nigeria Moves to Recapitalize Failing Banks

Sub-Saharan Africa : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

Qatar: Monetary Stance and Price Dynamics (Inflation/Deflation)

GBP: What Are the Causes and Effects of Pound Depreciation?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View : Monetary Policy and Inflation

Morocco: Economic Profile

Morocco: Will Holding Interest Rates Yield More Disappointment?

The Maghreb : Middle East and Africa : Macro View : Growth Outlook and Business Cycle

Tunisia: Monetary Policy

Tunisia's Economic Outlook: Great Challenges Despite its Resilience

The Maghreb : Middle East and Africa : Macro View : Monetary Policy and Inflation

Eastern Europe: Equity Markets

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

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

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

Libya: Politics

Rice Visits Libya: U.S. Libyan Ties Warming?

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

Hard Landings in the Baltic States

Latvia Politics: October Vote Weighs on the Country’s Credit Rating

Baltics : Estonia : Latvia : Lithuania : Europe : Macro View : Growth Outlook and Business Cycle

The League of Arab States (Arab League)

UAE Trade and Investment with Iran

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

The Organization of the Petroleum Exporting Countries (OPEC)

Is Venezuela Heading Toward a Deep Recession?

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

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

IMF, Others Loan to Zimbabwe

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

Botswana

Botswana: Growth Falls As Diamonds Lose Shine

Middle East and Africa : Macro View : Markets : Growth Outlook and Business Cycle : Other Commodities : Sub-Saharan Africa : Frontier Markets

External Assistance to Pakistan

Will Additional IMF Assistance Reduce Pakistan's Financing Pressures?

Pakistan : South Asia : Asia/Pacific

RGE Analysis

Bahrain: Q1 2010 Outlook

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

Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View

Kenya: Q1 2010 Outlook

By Kavitha Cherian 1/30/2010

Sub-Saharan Africa : Middle East and Africa

Bulgaria: Q1 2010 Outlook

By Jelena Vukotic 1/30/2010

Bulgaria : Europe : Macro View

Kuwait: Q1 2010 Outlook

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

Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View

Croatia: Q1 2010 Outlook

By Jelena Vukotic 1/30/2010

Croatia : Europe : Macro View

Romania: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Romania : Europe : Macro View

Morocco: Q1 2010 Outlook

By Ayah El-Said 1/30/2010

The Maghreb : Middle East and Africa : Macro View

Serbia: Q1 2010 Outlook

By Jelena Vukotic 1/30/2010

Serbia : Europe : Macro View

Estonia: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Estonia : Europe : Macro View

Latvia: Q1 2010 Outlook

Mary Stokes 1/30/2010

Latvia : Europe : Macro View

Nigeria: Q1 2010 Outlook

By Kavitha Cherian and Rachel Ziemba 1/30/2010

Sub-Saharan Africa : Middle East and Africa : Macro View

Lithuania: Q1 2010 Outlook

By Mary Stokes 1/30/2010

Lithuania : Europe : Macro View

Oman: Q1 2010 Outlook

By Ayah El-Said 1/30/2010

Kuwait, Qatar, Bahrain, Oman

Commonwealth of Independent States: Q1 2010 Outlook

Rachel Ziemba and Kavitha Cherian 1/30/2010

Central Asia : Russia and CIS : Europe : Macro View

Qatar: Q1 2010 Outlook

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

Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View

Ukraine: Q1 2010 Outlook

By Kavitha Cherian and Jelena Vukotic 1/30/2010

Ukraine : Europe : Macro View

Kazakhstan: Q1 2010 Outlook

By Kavitha Cherian and Rachel Ziemba 1/30/2010

Kazakhstan : Europe : Macro View

Tunisia: Q1 2010 Outlook

By Ayah El-Said 1/30/2010

The Maghreb : Middle East and Africa : Macro View

Cambodia: Q1 2010 Outlook

By Michael Sieburg and Arpitha Bykere 1/30/2010

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View

United Arab Emirates: Q1 2010 Outlook

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

United Arab Emirates : Middle East and Africa : Macro View

Laos: Q1 2010 Outlook

By Michael Sieburg and Arpitha Bykere 1/30/2010

South East Asia : Vietnam, Cambodia, Laos : Asia/Pacific : Macro View

Maghreb: Q1 2010 Outlook

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

The Maghreb : Middle East and Africa : Macro View

Sub-Saharan Africa: Q1 2010 Outlook

By Kavitha Cherian and Rachel Ziemba 1/30/2010

Sub-Saharan Africa : Middle East and Africa : Macro View

Vietnam: Q1 2010 Outlook

By Michael Sieburg and Arpitha Bykere 1/30/2010

Vietnam, Cambodia, Laos : Asia/Pacific : Macro View

Pakistan: Q1 2010 Outlook

By HyunGyu Kim and Arpitha Bykere 1/30/2010

Pakistan : South Asia : Asia/Pacific : Macro View

Bangladesh: Q1 2010 Outlook

By HyunGyu Kim and Arpitha Bykere 1/30/2010

Other South Asia : South Asia : Asia/Pacific : Macro View

Sri Lanka: Q1 2010 Outlook

By HyunGyu Kim and Arpitha Bykere 1/30/2010

Other South Asia : South Asia : Asia/Pacific : Macro View

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

Rachel Ziemba 11/15/2007

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

What do Istithmar's Troubles Signal for other Sovereign Investors?

Rachel Ziemba 9/14/2009

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Macro View : IMF and International Economic Institutions : International Financial Institutions

Islamic Finance in a Time of Scarce Liquidity

Rachel Ziemba 5/1/2009

United Arab Emirates : Middle East and Africa : Finance and Banking

GCC Sovereign Funds: Reversal of Fortune

Brad Setser and Rachel Ziemba 1/31/2009

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

Latvia's Currency Crisis is a Rerun of Argentina's

Nouriel Roubini 6/10/2009

Baltics : Latvia : Europe : Markets : Currencies

Global Recession Watch: Recoupling Rather than Decoupling

Nouriel Roubini 7/3/2008

Baltics : Canada : Estonia : Eurozone : Ireland : Italy : Japan : Latvia : Portugal : South East Europe : Spain : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View

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

Nouriel Roubini 6/25/2008

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

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

Michael Moran 7/31/2009

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

Swedish Banks: Could They Get Burned by Heavy Baltic Exposure?

Mary Stokes and David Rogovic 6/24/2009

Baltics : Estonia : Latvia : Lithuania : Nordics : Sweden : Europe : Finance and Banking : Banks and Risk Management

Another Blow to the GCC Monetary Union: The UAE Pulls Out

Ayah el Said and Rachel Ziemba 5/20/2009

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Geostrategic and Long Term Issues

Will a "Bad Bank" Provide a Solution to Kuwait's Financial Woes?

Ayah el Said and Rachel Ziemba 5/17/2009

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Finance and Banking : Asset Management and Portfolio Choice : Banks and Risk Management

Ukraine Vulnerable to Default?

Kavitha Cherian 3/5/2009

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

Gulf Liquidity: Shifting Petrodollar Assets

Rachel Ziemba 3/5/2009

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Finance and Banking : Macro View : Asset Management and Portfolio Choice : FX Reserves and Sovereign Wealth

How Worried Should We be About Dubai? Update: Is the Bailout Underway?

Rachel Ziemba 2/23/2009

United Arab Emirates : Middle East and Africa : Macro View

Russia and Kazakhstan: A Tale of Two Devaluations

Rachel Ziemba and Kavitha Cherian 2/8/2009

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

Devaluation in Latvia: Why Not?

Mary Stokes 12/31/2008

Baltics : Latvia : Europe : Macro View : Markets : Equities : Fiscal Policy

South and Southeast Asia in the Midst of a Global Recession

Arpitha Bykere 8/25/2008

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

Energy Power Play: Courting Central Asia

Jelena Vukotic 4/23/2008

Central Asia : Asia/Pacific : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil and Energy

Sovereign Wealth Funds Investing in Africa: A Part of Growing South-South Investment

Rachel Ziemba 4/3/2008

Sub-Saharan Africa : Middle East and Africa : Macro View : FX Reserves and Sovereign Wealth

Pakistan's Surging Violence: How Big a Risk?

Kavitha Cherian and Arpitha Bykere 10/28/2009

Pakistan : South Asia : Asia/Pacific : Geostrategic and Long Term Issues : Terrorism, Civil Strife and Security

Rocky Road Ahead for Romania

Mary Stokes 2/22/2008

Romania : South East Europe : Europe : Macro View : Growth Outlook and Business Cycle

Crash Course for Bulgaria?

Mary Stokes 1/2/2008

Bulgaria : South East Europe : Europe : Macro View : Growth Outlook and Business Cycle

Latvia: Will It Start a Dangerous Domino Effect?

Mary Stokes 5/6/2009

Baltics : Estonia : Latvia : Lithuania : Macro View : Growth Outlook and Business Cycle

Dubious Dubai: Castles in the Air, Heads in the Sand?

By Arnab Das and Rachel Ziemba 11/29/2009

United Arab Emirates : Middle East and Africa : Macro View

Rerisking after Dubai: The End of 'Quasi-Sovereigns?'

By Arnab Das and Rachel Ziemba 11/30/2009

Ukraine : United Arab Emirates : Middle East and Africa : Macro View

How Much Unity in the United Arab Emirates?

By Michael Moran and Rachel Ziemba 12/9/2009

United Arab Emirates : Foreign Policy and Geostrategic Risks : Oil

Abu Dhabi Delivers the Funds: What Next?

By Rachel Ziemba 12/14/2009

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : United Arab Emirates : Middle East and Africa : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth : Government Bonds

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

By Jelena Vukotic 12/15/2009

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

Angola Tries Its Luck in Capital Markets

By Kavitha Cherian, Lee Hudson Teslik and Rachel Ziemba 12/21/2009

Sub-Saharan Africa : Government Bonds : Oil

Estonia Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Estonia

Latvia Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Latvia

Lithuania Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Lithuania

Bulgaria Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Bulgaria

Croatia Economic Outlook, Q4 2009

Jelena Vukotic 10/7/2009

Croatia

Romania Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Romania

Serbia Economic Outlook, Q4 2009

Jelena Vukotic 10/7/2009

Serbia

Commonwealth of Independent States Economic Outlook, Q4 2009

Kavitha Cherian & Rachel Ziemba 10/7/2009

Central Asia : Russia and CIS

Ukraine Economic Outlook, Q4 2009

Kavitha Cherian & Jelena Vukotic 10/7/2009

Ukraine

Kazakhstan Economic Outlook, Q4 2009

Kavitha Cherian & Rachel Ziemba 10/7/2009

Kazakhstan

Pakistan Economic Outlook, Q4 2009

Arpitha Bykere 10/7/2009

Pakistan

Bangladesh Economic Outlook, Q4 2009

Arpitha Bykere 10/7/2009

Other South Asia

Sri Lanka Economic Outlook, Q4 2009

Arpitha Bykere 10/7/2009

Other South Asia

Vietnam Economic Outlook, Q4 2009

Arpitha Bykere 10/7/2009

Vietnam, Cambodia, Laos

United Arab Emirates Economic Outlook, Q4 2009

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

United Arab Emirates

Kuwait Economic Outlook, Q4 2009

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

Kuwait, Qatar, Bahrain, Oman

Qatar Economic Outlook, Q4 2009

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

Kuwait, Qatar, Bahrain, Oman

Oman Economic Outlook, Q4 2009

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

Kuwait, Qatar, Bahrain, Oman

Bahrain Economic Outlook, Q4 2009

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

Kuwait, Qatar, Bahrain, Oman

The Maghreb Economic Outlook, Q4 2009

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

The Maghreb

Morocco Economic Outlook, Q4 2009

Ayah El-Said 10/7/2009

The Maghreb

Tunisia Economic Outlook, Q4 2009

Ayah El-Said 10/7/2009

The Maghreb

Sub-Saharan Africa Economic Outlook, Q4 2009

Kavitha Cherian 10/7/2009

Sub-Saharan Africa

Nigeria Economic Outlook, Q4 2009

Kavitha Cherian 10/7/2009

Sub-Saharan Africa

Kenya Economic Outlook, Q4 2009

Kavitha Cherian 10/7/2009

Sub-Saharan Africa

Bulgaria Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Bulgaria

Croatia Economic Outlook, Q3 2009

Mary Stokes & Jelena Vukotic 7/24/2009

Croatia

Estonia Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Estonia

Latvia Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Latvia

Lithuania Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Lithuania

Romania Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Romania

Serbia Economic Outlook, Q3 2009

Mary Stokes & Jelena Vukotic 7/24/2009

Serbia

Ukraine Economic Outlook, Q3 2009

Kavitha Cherian & Jelena Vukotic 7/24/2009

Ukraine

Kazakhstan Economic Outlook, Q3 2009

Kavitha Cherian & Rachel Ziemba 7/24/2009

Kazakhstan

Pakistan Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

Pakistan

Vietnam Economic Outlook, Q3 2009

Arpitha Bykere 7/24/2009

Vietnam, Cambodia, Laos

United Arab Emirates (UAE) Economic Outlook, Q3 2009

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

United Arab Emirates

Kuwait Economic Outlook, Q3 2009

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

Kuwait, Qatar, Bahrain, Oman

Qatar Economic Outlook, Q3 2009

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

Kuwait, Qatar, Bahrain, Oman

Oman Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

Kuwait, Qatar, Bahrain, Oman

Bahrain Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

Kuwait, Qatar, Bahrain, Oman

Morocco Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

The Maghreb

Tunisia Economic Outlook, Q3 2009

Ayah El-Said 7/24/2009

The Maghreb

Sub-Saharan Africa Economic Outlook, Q3 2009

Kavitha Cherian 7/24/2009

Sub-Saharan Africa

Nigeria Economic Outlook, Q3 2009

Kavitha Cherian 7/24/2009

Sub-Saharan Africa

Kenya Economic Outlook, Q3 2009

Kavitha Cherian 7/24/2009

Sub-Saharan Africa

Botswana Economic Outlook, Q3 2009

Kavitha Cherian 7/24/2009

Sub-Saharan Africa

Zambia Economic Outlook, Q3 2009

Kavitha Cherian 7/24/2009

Sub-Saharan Africa

EconoMonitors

Emerging Markets Monitor

Is Africa Back?

Kavitha Cherian Mar 12, 2010

Emerging Markets Monitor

Africa Is Back

Dominique Strauss-Kahn Mar 10, 2010

Europe EconoMonitor

The End Game for Europe: Wage Cutting and the Battle for Exports

Rebecca Wilder Mar 7, 2010

Europe EconoMonitor

Ukraine: Swinging Away

Walter Molano Mar 2, 2010

Europe EconoMonitor

Too Soon to Cry "Victory" on Latvia

Edward Hugh Mar 1, 2010

RGE Analysts' EconoMonitor

Ukraine Elections Saga Not Yet Over

Kavitha Cherian Feb 25, 2010

Europe EconoMonitor

Quiet Before the Storm in the Balkans

Emre Deliveli Feb 23, 2010

RGE Analysts' EconoMonitor

What Greece’s Fiscal Crisis Could Mean for Eastern Europe

Mary Stokes and Jelena Vukotic Feb 22, 2010

Asia EconoMonitor

Post-War Sri Lanka: Will the Economy Take Off?

Tilak Abeysinghe Feb 9, 2010

Asia EconoMonitor

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

Melissa Fabros Feb 2, 2010

Daily Digest

Opinions

Statement by IMF Resident Representative in Ukraine

IMF  Mar 12, 2010

News

Investors see pick up in CEE renewable financing

Reuters  Michael Kahn Mar 12, 2010

Analysis

CEE Currencies Monthly

InvestKredit/Volksbank  Stephan Imre Mar 12, 2010

Analysis

Croatia — Government abandons 2% special personal income tax; Czech Republic —Final 4Q09 GDP q/q growth revised up; Hungary — CPI slowed to 5.7% y/y in February; Poland — Zloty’s gains worry central bank; Romania — Successful Eurobonds issue

ERSTE Bank  Mar 12, 2010

Analysis

Country Focus – Romania: S&P raises Romania´s sovereign credit outlook to stable from negative

Eurobank EFG  Ioannis Gkionis Mar 12, 2010

Blogs

How is Africa actually doing?

Free exchange  Mar 12, 2010

Research

Asia Confronts the Impossible Trinity: Capital account openness and exchange rate flexibility in 11 Asian economies

AD  Ajay Shah and Ila Patnaik Mar 12, 2010

News

Nepal: Inflation takes wings to 12% in Mid-Feb

Artha Ko Artha  Mar 12, 2010

News

Sri Lanka must curb state consumption, inflate less to raise incomes: economist

Lanka Business Online  Mar 12, 2010

News

Pakistan: No assurance given to IMF for VAT enforcement

DAWN  Amin Ahmed Mar 12, 2010

Analysis

CEE Weekly - Poland: Positive sentiment pushes yields further down; Hungary: More cuts in the pipeline?; Czech Republic: GDP increased by 0.7% in Q4; Croatia: Trade deficit still declining; Romania: EUR 1bn 5-year Eurobond; Turkey: Sadly no IMF agreement

Raiffeisen Research  Mar 12, 2010

News

Latvia fears disruption to incipient stability

Financial Times  Andrew Ward Mar 12, 2010

News

Afghanistan economy: In Kabul, hopelessness weighs on job hunters

EIU  Mar 11, 2010

News

Romania cracks down on tobacco smugglers

Financial Times  Magda Munteanu Mar 12, 2010

News

Suicide Bombs Kill 43 in Lahore

Wall Street Journal  Tom Wright Mar 12, 2010

Analysis

Romania: Industry and exports up in January

ERSTE Bank  Mar 12, 2010

News

Vietnam, foreign firms to build $1 bln gas pipeline

Reuters  Ho Binh Minh Mar 12, 2010

News

Estonian January Trade Deficit Was Narrowest in Seven Months

Bloomberg  Ott Ummelas Mar 12, 2010

Analysis

Ukraine: The Parliament created the ruling coalition and voted for the Prime Minister and the government

Raiffeisen Bank  Mar 12, 2010

News

Ukraine’s New ‘Azarov Era’ Betokens Stable Politics

Bloomberg  Agnes Lovasz and Daryna Krasnolutska Mar 12, 2010

News

Romania Bonds Rise on First Day After Record Foreign Offering

Bloomberg  Irina Savu and Piotr Skolimowski Mar 12, 2010

Analysis

Ukraine's Parliament Endorses New PM, Presidential Power Solidified

Global Insight  Mar 12, 2010

News

Fitch Cites Dong in Putting Vietnam Rating on Watch (Update1)

Bloomberg  Jason Folkmanis and Tim Smith Mar 12, 2010

Blogs

Fitch Freaking Out About A Sovereign Crisis In Vietnam

Business Insider  Vincent Fernando Mar 12, 2010

News

Vietnam: FDI disbursement speeded up

Intellasia | Vietstoc  Mar 12, 2010

News

Vietnam: January auto component import hits $175m

Intellasia | Vinanet  Mar 12, 2010

News

Vietnam: Pause in petrol price hikes urged

VietnamNet Bridge  Mar 12, 2010

News

Vietnam: Cement prices set to rise

VietnamNet Bridge  Mar 12, 2010

News

Vietnam: HCM City extends stabilisation of prices

VietnamNet Bridge  Mar 12, 2010

News

No import of untrained labor into Vietnam: ministry

Tuoi tre  Mar 12, 2010

News

Cambodia: Freight volumes climb at Sihanoukville port

The Phnom Penh Post  Chun Sophal Mar 12, 2010

News

Cambodia: Tourism recovery begins

The Phnom Penh Post  May Kunmakara Mar 12, 2010

News

Cambodia: Miner calls gold, silver drill tests 'significant'

The Phnom Penh Post  Steve Finch Mar 12, 2010

News

UAE sees no need for capital injection into banks

Arabian Business  Nicolas Parasie and Rania Oteify Mar 11, 2010

News

GCC: IMF Staff See ‘Positive’ Medium-Term Outlook in Gulf Economies

Bloomberg  Brendan Murray Mar 12, 2010

Blogs

Africa Is Back

RGE Emerging Markets EconoMonitor  Dominique Strauss-Kahn Jan 1, 1900

Blogs

Rwanda Country Brief: February 2010

Ratio Magazine  Mar 10, 2010

Blogs

Terrorism and Insecurity: Breaking Down the Risks for East Africa

Ratio Magazine  Mar 5, 2010

News

Croatia paves way for Adriatic LNG terminal

Reuters  Igor Ilic Mar 11, 2010

Analysis

Foreign Direct Investment in Central and Eastern Europe: A case of boom and bust?

PricewaterhouseCoopers  Mar 11, 2010

Analysis

Key determinants of price movements in Serbia – empirical review of nine transition years

National Bank of Serbia (NBS)  Radovan Jelašić and Governor of the National Bank of Serbia Mar 11, 2010

Opinions

Is East Africa the Next Frontier for Oil?

Time  Nick Wadhams Mar 11, 2010

News

Pakistan: Q1 2010 Outlook

Roubini Global Economics  Jan 30, 2010

Analysis

Eastern Europe and Central Asia 2009: Microfinance Analysis and Benchmarking Report

Microfinance Information Exchange & CGAP  Feb 1, 2010

Analysis

2009 Financial Crisis Snapshot: Sub-Saharan Africa

CGAP  Mar 12, 2010

Analysis

2009 Financial Crisis Snapshot: Eastern Europe & Central Asia

CGAP  Mar 12, 2010

News

Pakistan: Finance has no plan to bail out power and oil sectors

Business Recorder  Mar 11, 2010

News

Bangladesh: BB moves on Basel II requirements

The Daily Star  Mar 11, 2010

News

Sri Lanka President says a promising country for future generations is his goal

ColomboPage  Mar 11, 2010

News

Sri Lanka gets US$67.4mn more from India for railways

Lanka Business Online  Mar 11, 2010

News

Pakistan: ADB's aide-memoir on power sector debts: MoF asked to be tough on banks

Business Recorder  Mar 11, 2010

News

Bangladesh: Exports rise 3.49pc in January

The Financial Express  Mar 11, 2010

News

Pakistan: Trade deficit in Jul-Feb narrows to $9.4bn

The News  Mar 11, 2010

News

Pakistan: Finance minister delay "won't disrupt" IMF aid

DAWN  Mar 11, 2010

News

Pakistan, Afghanistan to boost trade to US 15 billion

GEO Television Network  Mar 11, 2010

Analysis

Bulgaria policies stir public anger, risk stagnation

Reuters  Anna Mudeva Jan 1, 1900

News

Bulgaria's GDP Down 5% in 2009

Sofia Echo  Mar 11, 2010

Analysis

Violence in Jos, Nigeria: Bloody Agendas and Hidden Hands

Chatham House  Elizabeth Donnelly Mar 10, 2010

Analysis

Oil Majors Pick Up Campaign to Modify Nigeria's Petroleum Industry Bill

Global Insight  Mar 11, 2010

Analysis

Economic Markets Strategy 2Q 2010

DBS  Mar 11, 2010

News

Africa Rebounding Almost in Line with World Recovery

IMF  Simon Willson Mar 11, 2010

News

Pakistan Inflation Slows in February for First Time in 4 Months

Bloomberg  Khalid Qayum and Farhan Sharif Mar 11, 2010

Opinions

Sri Lanka locks horns with UN

Asia Times  Amantha Perera Mar 12, 2010

Opinions

Brunei politics: Outlook for 2010-11

EIU  Mar 11, 2010

News

Latvia wants to reduce reliance on bailout: PM

EU Business  Mar 11, 2010

News

Latvia clocked EU's deepest recession

EU Business  Mar 11, 2010

News

Yanukovych Gets Old Ally Azarov as Premier in New Coalition

Bloomberg  Daryna Krasnolutska Mar 11, 2010

News

Zambian Government Gets $1 Billion Concessional Loan From China

Bloomberg  Obert Simwanza Mar 11, 2010

Analysis

Lex: Eastern Europe

Financial Times  Mar 11, 2010

News

Estonian GDP Expands for First Time in Eight Quarters

Bloomberg  Ott Ummelas Mar 11, 2010

News

Vietnam dissident vows to carry on struggle after prison

AFP  Mar 11, 2010

Opinions

Baltics fear being blackballed by euro club

Business New Europe  Mike Collier Feb 26, 2010

News

Many overseas Vietnamese want to buy apartments, property

Intellasia | Saigon Times Daily  Mar 11, 2010

News

Latvian Output Fell 16.9% Last Quarter on Weak Consumer Demand

Bloomberg  Aaron Eglitis Mar 11, 2010

News

Vietnam: Real estate market slumps

Intellasia | Vietnamnews  Mar 11, 2010

News

Romania Offers Yield Above Croatia’s in Biggest Bond

Bloomberg  Piotr Skolimowski Mar 11, 2010

News

Vietnam: HCM City revokes 40 property projects

Intellasia | Nguoi Lao Dong  Mar 11, 2010

News

Vietnam: Importers gouge buyers after dong depreciation

Tuoi tre  Mar 11, 2010

News

Vietnam: Will ceiling interest rate scheme be removed for short term loans?

VietnamNet Bridge  Mar 11, 2010

News

Vietnam: Dealing with inflation: cutting spending and working more

VietnamNet Bridge  Mar 11, 2010

Analysis

Focus on Turkey — Government opts out of the IMF option; Czech Republic — Domestic demand likely to have acted as a drag on GDP; Hungary — The breakdown of 4Q09 GDP suggests a slow recovery; Romania — February inflation data justifies a 50bp rate

Citigroup Global Markets  Mar 11, 2010

News

Estonia's recession ends: Seasonally and working-day adjusted GDP increased by 2.5% in Q 4, q/q

Statistics Estonia  Mar 11, 2010

News

Vietnam: The Ubiquitous Dollar, Part 3: Fight Dollarization, Protect the Dong!

VietnamNet Bridge  Mar 11, 2010

Analysis

A Stress Test for the Euro?

Peterson Institute for International Economics  Interview with Nicolas Véron Mar 3, 2010

News

Cambodia okays corruption law

AFP  Mar 11, 2010

News

China has a Congo copper headache

Asia Times  Peter Lee Mar 11, 2010

News

Latvia Elections Likely to ‘Weigh On’ Credit Rating

Bloomberg  Aaron Eglitis Mar 11, 2010

News

UAE: Dubai creditors to get multiple options

Reuters  Mar 10, 2010

News

Latvian Output Fell 16.9% in Q 4 2009 y/y: Latvia clocked EU's deepest recession in 2009 as GDP fell 18 % in 2009

EU Business  Mar 11, 2010

Analysis

Investors “Watch & Wait”: GCC Markets Review – February 2010

Markaz  Mar 1, 2010

News

Dubai World Creditors May Avoid Haircut On $22B Debt-Bankers

Dow Jones Newswires  Mar 11, 2010

Analysis

UAE must push ahead on commercial law reforms

Financial Times  Paul Stothard Mar 11, 2010

News

Bahrain’s Low Debt Levels Give It More Fiscal Room

Bloomberg  Arif Sharif and Camilla Hall Mar 11, 2010

RGE GLOBAL ECONOMIC OUTLOOK

Table of Contents

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

Global Issues
Growth and CPI | Commodities | Trade | Imbalances

Featured Issue

Featured Briefing Image

Featured Analysis

Carry Trade Hotspots: A Currency by Currency Forecast for 2010

Mikka Pineda, Mary Stokes, Bertrand Delgado, Mikko Forss, Kavitha Cherian, Arpitha Bykere and Christian Menegatti Jan 04, 2010

“The simultaneous plunge in the values of all destination currencies and risky asset classes and the spike in borrowing costs in all funding currencies left no place for carry trades to take root.”

Featured EconoMonitor Post

Nouriel Roubini's EconoMonitor

The Rise of Sovereign Risk in Advanced Economies

Nouriel Roubini Mar 12, 2010

The Great Recession of 2008-09 was triggered by

[...]

FEATURED @ RGE

Canada: Energy Sector

Will Changes in Alberta's Royalty Regime Prompt Energy Investment?

Indonesia: Asset Markets

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

Taiwan: The New Taiwan Dollar

Will Capital Outflows Take Appreciation Pressure off the Taiwan Dollar?

United States: Consumption

Will the Improvement in U.S. Retail Sales Continue?

Canada: Exports

Canada's Trade Surplus Widens on Higher Commodity Prices

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