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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 2
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank Mar 25
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Panama databank Jan 28
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Peru databank Apr 28
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Philippines databank Apr 8
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Poland databank Apr 29
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Russia Economics databank Apr 11
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South Africa databank Apr 7
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Turkey databank Apr 24
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Ukraine databank Mar 6
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Venezuela databank Apr 24
COUNTRY INSIGHTS
Indonesia’s Presidential Election: Waiting for the Final Verdict
INDONESIA · In Brief · 13 Jul 2014
The Indonesian Presidential Election was successfully done on July 9, 2014. There was no report of any major incidents related to the election. Even though the tension was very high during the campaigning period, yet there was no report of any horizontal conflicts between the supporters of the tw...
Weekly Tracker: July 13-19
TURKEY · Report · 13 Jul 2014
Executive Summary The presidential race witnessed the rapid rise of HDP candidate Mr. Demirtas to the status of left-wing favorite, as Erdogan and Ihsanoglu not only put forth opposing visions, but campaign strategies as well.After all that has been said and done, with one exception, polls point ...
Clashes at the Russian Border Become Tougher
UKRAINE · In Brief · 12 Jul 2014
Over the last few days clashes at the border with Russia became really tough. After surrender of Slovyansk, the city which Moscow propaganda made a symbol of ‘rebel’, Kremlin intensified its activity in this undeclared war. Ukrainian army is trying to encircle the region and to close the border. ...
The Indian budget speech
INDIA · In Brief · 10 Jul 2014 · 1 response
The speech is a disappointment. It sounds much like the budget speeches of the last 10 years: A lot of focus on trivial and small actions that pursue one narrow target group after another. There was little evidence of the big thinking that's required. It reiterates the problem of the BJP: they wo...
Mexico's Telecom Reform produces results earlier than expected
MEXICO · In Brief · 09 Jul 2014
Last week telecom’s secondary laws were approved in the Senate. Today as the Lower House passed the new legislation, with no major changes, América Móvil (AMX), announced they’ll divest some assets in order to avoid the sanctions of being a dominant telecommunications player, as was established b...
Economic strategy thinking at the Ministry of Finance
INDIA · In Brief · 09 Jul 2014
Just before the budget, they have released an important document that gives a good big picture about economic reforms in India: http://indiabudget.nic.in/es2013-14/echap-02.pdf
Brazil Presidential Election
BRAZIL POLITICS · Report · 09 Jul 2014
The effects of the German massacre on the elections The scenario of a Brazilian defeat in the World Cup had been considered.Despite the fact that Brazil always plays with an obligation to win, everybody knows that the game must be played and that only one team wins the Cup.However, a scenario in ...
The Economic Strategy of the Modi Government
INDIA · Report · 08 Jul 2014
The Economic Survey and the Budget Speech of the next two days are a crucial milestone for the Modi administration. Contrary to the claims made during the campaign, there is little sign of a plan, a team or a coherent strategy for economic policy. The Budget speech is unlikely to rival July 1991 ...
Public Disconnect on Structural Reform
MEXICO · Report · 08 Jul 2014
Executive Summary Now that the last major obstacle to a resumption of the reform process has been cleared – all but two states have made changes to the electoral laws necessary for them to comply with those adopted on the federal level – Congress has quickly begun to address bills regarding the t...
Buying Power Up, but Sales Flat
MEXICO · Report · 08 Jul 2014
Executive Summary During the first six months of 2014 we have witnessed a recovery in the main determinants of private consumption, but so far it has failed to help accelerate growth in sales. The flow of workers actively paying into the social security system through the first five months of 201...
Domestic Politics Are Back
RUSSIA / FSU POLITICS · Report · 08 Jul 2014
As the September 2014 local elections for numerous Russian federal entities draw nearer, incumbent elites are utilizing all the instruments they have to prevent the competition from even registering for the election. The Presidential Administration would prefer that the governors win in a fair co...
Can Private Investment be Rekindled?
PERU · Forecast · 07 Jul 2014
Executive Summary We believe GDP will recover mildly in H2, driven by recovery in mining production, and a slight improvement in investment growth. But it’s hard to envisage a major improvement this year, though the government’s new measures for cutting red tape, and other impediments to investme...
Decline of Confidence in Industry Points to Further Deceleration of Growth
BRAZIL ECONOMICS · Report · 07 Jul 2014
The dip of 0.6% in industrial production in May is one more factor that indicates mediocre GDP growth in 2014. This result leaves a negative carry over of 1.2% to the second quarter, meaning the second-quarter figures will probably show further contraction of industrial output (which has been fal...
Political Insights: Week of July 7
BRAZIL POLITICS · Report · 07 Jul 2014
This week is expected to be relatively quiet from the point of view of politics.On Tuesday, activity in Congress will be reduced as the Brazilian National Team faces Germany in the quarterfinals of the World Cup.The House may vote on MP 641, which deals with the commercialization of electric ener...
Muddle-Through Forever?
TURKEY · Forecast · 06 Jul 2014
Executive Summary Thanks to the ongoing support from top central banks, markets have been making the most out of Turkey’s cyclical adjustment story. Since the January troughs, bonds rallied by 300 bps while the lira appreciated by some 10% against the basket; markets also held up reasonably well,...