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Events
Databanks
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Argentina databank Apr 30
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Brazil Economics databank Apr 14
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Central America databank May 1
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank Apr 28
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank May 9
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank May 12
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Panama databank Jan 28
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Peru databank Apr 28
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Philippines databank May 8
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Poland databank Apr 29
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Russia Economics databank May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Choppy waters ahead...
TURKEY · Report · 07 Oct 2018 · 1 response
The recent relative improvement in market sentiment has shown the importance of improving relations with the US, and of orthodox economic policies, as manifested by CBRT’s September rate hike. But further progress is between the lips of President Erdogan, who reveals little sign of conduct change...
International actors will be key
VENEZUELA · In Brief · 05 Oct 2018
With the Venezuelan crisis spilling across its borders, pressure on the Maduro regime is coming from all directions: sanctions, formal diplomatic actions, critical reports from multilateral agencies, and tough rhetoric from the United States. Venezuela was high on the list of concerns of the usua...
Political Overview: Beneath and beyond the waning “Ramaphoria”
SOUTH AFRICA · Report · 05 Oct 2018
This is a Special Report on South Africa by Dr. Mzukisi Qobo, formerly Chief Director of Trade Policy at the Department of Trade and Industry. In the past eight months, South Africa has experienced a slight change in the tone of policy. A number of moderate reforms have been carried out, incl...
Inflation rises; more policy tightening expected
PHILIPPINES · In Brief · 05 Oct 2018
The headline inflation rate continued to rise, reaching 6.7% in September from 6.4% in August. The uptrend reflects a high 0.9% month-on-month inflation rate, which may be traced to higher prices of food, particularly rice, meat, fish and vegetables, and fuel-related costs, including transportati...
Bolsonaro wave interrupted in SP and MG
BRAZIL POLITICS · Report · 04 Oct 2018
The last four electoral polls conducted by Ibope in São Paulo, Minas Gerais and Rio de Janeiro, the most populous states in the country, show that the pro-Bolsonaro wave has plateaued. Comparing yesterday’s poll (October 3) with Monday’s poll, Bolsonaro only continued to grow in Rio de Janeiro, w...
China’s Belt and Road: Debt trap – for China?
CHINA ADVISORY · Report · 04 Oct 2018
I spent three days at the end of September in the city of Astana in Kazakhstan, at a conference that was part of a larger effort by Nazarbayev University to create a China Centre. Kazakhstan is feeling pressure due to its location between China and Russia and is seeking greater depth of knowledge...
Bolsonaro vs. Haddad contest practically certain
BRAZIL POLITICS · Report · 04 Oct 2018
The Ibope poll released yesterday, October 3, reinforces the idea that the presidential race will most likely be decided in a runoff round between Jair Bolsonaro (PSL) and Fernando Haddad (PT). Compared to Monday’s Ibope poll, the candidates oscillated within the 2-percentage point margin of erro...
Will the revised new Mining Charter spur more investment in mining?
SOUTH AFRICA · Report · 03 Oct 2018
Echoing President Ramaphosa’s statement during his delivery of the economic stimulus package on September 21, Mineral Resources Minister Gwede Mantashe argued that with the new Mining Charter 2018, gazetted on September 27, the government aims to create more regulatory certainty in the sector. In...
Bolsonaro vs. Haddad contest consolidated
BRAZIL POLITICS · Report · 03 Oct 2018
In the Datafolha poll released yesterday, October 2, Jair Bolsonaro expanded his lead over Fernando Haddad (PT) to 11 points. The other candidates remained stable. The result confirms the data presented by Ibope on October 1 and shows that the Bolsonaro vs. Haddad runoff round scenario is an incr...
September inflation: Ugly numbers
TURKEY · Report · 03 Oct 2018
September CPI-inflation came in at a much higher than expected 6.3%, m/m (consensus: 3.6%), raising the 12-month rate sharply higher to 24.5%, from 17.9% in August, while the increase in producer prices, at 10.9% in the month, was even steeper, with the 12-month rate rising to a whopping 46.2%, f...
Good news and bad news about fiscal policy
HUNGARY · In Brief · 03 Oct 2018
There seems to be indeed some excitement about the end-2018 government debt ratio, judged by the flow of recent announcements by high-ranking officials, and also the data work carried out by the statistical office (KSH).To start with, the KSH revised its historical GDP numbers upwards the other d...
Is rising household debt helping China to rebalance?
CHINA FINANCIAL · Report · 02 Oct 2018 · 1 response
Special points to highlight in this issue: * It is not meaningful to refer to a rebalancing of the Chinese economy if the growth in the consumption share of GDP is powered by rising household debt. The goal of rebalancing is to allow China to grow without a worsening of the country’s debt burden...
Bolsonaro expands his lead over Haddad and is growing on Lula’s turf
BRAZIL POLITICS · Report · 02 Oct 2018
The Ibope poll released yesterday, October 1, shows that Jair Bolsonaro (PSL) improved his performance compared to the previous poll and has expanded his lead over Fernando Haddad (PT) who remains the runner up, but has stalled in his growth. The other candidates oscillated within the 2-percentag...
Good economic news in the midst of uncertainty
INDONESIA · Report · 02 Oct 2018
This publication reports on developments in September prior to the tragic earthquake over the past weekend. We will keep you apprised of that situation in coming reports. The month of September 2018 brought several pieces of good economic news. The first was the report of the Minister of Finan...
Growth is hectic
DOMINICAN REPUBLIC · Report · 02 Oct 2018
Economic expansion continues to be powerful. GDP growth January-July was up 6.7% from the same period last year, with all activities registering relatively high growth rates. Monetary policy also continues stable. The restricted monetary base December-August was down 5.41%; the broad monetar...