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Events
Databanks
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Argentina databank Jul 2 -
Brazil Economics databank Jun 16
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Central America databank Jun 27
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Chile databank May 27
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China databank Mar 21
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Colombia databank Jun 5
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Dominican Republic databank Jun 18
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Ecuador databank Jun 20
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Gulf Countries databank Jun 27
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Hungary databank Jun 23
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India databank Jun 26
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Mexico databank Jul 1
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Panama databank May 13
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Peru databank Jun 27
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Philippines databank Jun 6
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Poland databank Apr 29
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Russia Economics databank Jun 16
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South Africa databank Jun 9
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank Jun 4
NEWS FLASH
UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: POLITICAL PASSIONS IN THE...
COUNTRY INSIGHTS
The new administration will tap the market in a few weeks…and initiate a road show to remove Panama from the “gray” list of GAFI
PANAMA · In Brief · 12 Jul 2019
The new economic team announced yesterday that they will test the capital markets with a US$ 2.7 billion placement. The main objective of the transaction is to finance the expected deficit by December and the payment of a big chunk of the arrears to contractors left by the previous government. Th...
QATAR: White House visit provides boost amidst regional boycott
GULF COUNTRIES · Report · 12 Jul 2019
The US is Qatar’s most important partner, commercially and politically. Qatar is also surprisingly important to the US, as evidenced by the Emir’s recent high profile reception. Strong US support bolsters Qatar, which is being boycotted by several neighbors. Trump is now very clearly on side, aft...
UAE: Yemen exit should mitigate criticism and risks
GULF COUNTRIES · In Brief · 12 Jul 2019
The UAE is rapidly withdrawing troops from Yemen, having been the largest foreign presence in the south.Its involvement in the war had drawn wide criticism and tarnished its international reputation.Its exit reduces the risk of blowback attacks (drones and missiles) and escalation with Iran, whic...
KUWAIT: Capital markets will gain from MSCI inclusion and a new debt law
GULF COUNTRIES · Report · 12 Jul 2019
Kuwait’s upgrade to MSCI emerging market status was enabled by reforms to professionalize the market and attract foreign investors. The impact of these changes, which drove earlier upgrades from FTSE Russell and S&P Dow Jones, has been positive in terms of inflows and performance, which should co...
Zelensky's party cruising to victory in Ukraine, as he speaks with Putin
RUSSIA / FSU POLITICS · In Brief · 11 Jul 2019
President Zelensky's party 'Servant of the People' is set to win easily in elections to the Ukrainian Rada (Parliament). An analysis of the various opinion polls shows that Servant of the People is due to score 47% of the vote. In second place Opposition Platform - For Life us due to win about 11...
The Hong Kong capital channel
CHINA ADVISORY · Report · 11 Jul 2019
Hong Kong is an important center for China’s financial expansion, globalization of the RMB, and trade relations. It is also a center for illegal capital flows and management of the strength of the currency through state proxies. Here we look at Hong Kong’s banking to understand its global lending...
Pension Reform: Breaking down the vote
BRAZIL POLITICS · Report · 10 Jul 2019
The Lower House approved the main text for Pension Reform with 379 votes in favor and 131 against. The landslide vote represents another important victory for the government. It is also a win for Rodrigo Maia (DEM-RJ), who was responsible for securing support. Maia also voted in favor of the prop...
Rumor that Russian domestic shopping company will split
RUSSIA / FSU POLITICS · In Brief · 10 Jul 2019
Two years ago Sberbank and Yandex formed a partnership to promote e-commerce. They created an online market called Beru. Their platform for buying imported goods is called Bringly. Sberbank now considers this a failure but the decision to terminate the partnership is not yet final. In August 2017...
QATAR: Construction GDP contracted in Q1, but is no cause for alarm
GULF COUNTRIES · Report · 10 Jul 2019
Real GDP growth remained low at 0.9% y/y in Q1. Construction contracted by 1.2%, the first decline since 2005, but this was expected after a major development wave, and the contraction will deepen in the coming years. Other non-hydrocarbon sectors continue to experience modest, but not spectacula...
Russian PM says yes to road to Kazakhstan
RUSSIA / FSU POLITICS · In Brief · 09 Jul 2019
A new road called the Meridian Highway has been given the go ahead by Russian Prime Minister Medvedev. This will be a toll road that will run from the EU across Russian territory en route to Kazakhstan. The 2000 km long road will start in Belarus. The total cost is estimated at USD 9.4 billion by...
Mexico´s Minister of Finance Resigns: Goodbye Fiscal Discipline
MEXICO · In Brief · 09 Jul 2019
Carlos Urzúa quit surprisingly as Mexico’s Minister of Finance. His letter of resignation is short and tough. He mentions there have been many discrepancies on economic issues in AMLO’s government, and he disliked that some actions have been decided without enough foundation and particularly that...
The President’s hopes for the 4th Industrial Revolution to bring inclusive economic growth in South Africa
SOUTH AFRICA · Report · 09 Jul 2019
On February 16 2018, a day after assuming office as the 5th President of South Africa, Mr Cyril Ramaphosa delivered his inaugural State of the Nation Address (SONA), admitting that the country has had to function under difficult conditions. Poverty levels have been increasing in recent years afte...
Ali Babacan quits AKP, launches new Movement
TURKEY · In Brief · 09 Jul 2019
Former Minister of Foreign Affairs and better known as economy czar under Erdogan, Ali Babacan formally submitted his resignation to AKP yesterday, at the same time announcing the formation of a new Movement. I consider his departure from AKP a significant milestone in the evolution of the conser...
Mostly good news on CPI-inflation in June
HUNGARY · In Brief · 09 Jul 2019
This morning's release of the June CPI-inflation data resulted in decreases by the yoy rates of three of the four key indicators, whereas the fourth one remained unchanged. Most importantly, the headline inflation rate fell to 3.4% yoy from the 3.9% yoy reported in May, and the MNB's main policy ...
Politics: Democratic perception paradox
MEXICO · Report · 08 Jul 2019
At a time when many political analysts, as well as social and economic agents, are growingly increasingly alarmed that aspects of President López Obrador's project and style of governing are leading to an excessive concentration of power that if left unchecked could lead to democratic regression,...