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Events
Databanks
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Argentina databank Oct 15
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Brazil Economics databank Oct 15
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Central America databank Sep 30
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Chile databank Oct 23
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China databank Mar 21
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Colombia databank Oct 4
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Dominican Republic databank Oct 18
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Ecuador databank Oct 23
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Gulf Countries databank Oct 25
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Hungary databank Oct 18
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India databank Sep 24
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Mexico databank Sep 11
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Panama databank Sep 11
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Peru databank Oct 15
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Philippines databank Oct 10
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Russia Economics databank Oct 11
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South Africa databank Oct 3
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Turkey databank Sep 18
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Ukraine databank Aug 14
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Venezuela databank Oct 3
NEWS FLASH
UPCOMING WEBINAR - GEORGIA'S ELECTIONS AND CAUCASUS AND CENTRAL ASIA OU...
COUNTRY INSIGHTS
Evaluation of the Temer Administration improves
BRAZIL POLITICS · Report · 01 Jul 2016
Brazilians’ opinion of the government has improved. The CNI/Ibope poll released today, July 1, shows that “regular” evaluations of Michel Temer’s administration are 17 points higher than Dilma’s. Negative evaluations (“bad/very bad”) have decreased 30 points compared to his predecessor. He still ...
One Million IDs
INDONESIA · Report · 01 Jul 2016
Indonesian politics continued to heat up with the achievement of one million IDs collected by a group called “Teman Ahok”, or “Friends of Ahok” in Bahasa Indonesia, to support the candidacy of “Ahok” (Basuki Tjahaja Purnama) to run for governor of Jakarta. Formally the candidacy required 7.5% of ...
Setting the tone
PHILIPPINES · In Brief · 01 Jul 2016
Change has come to the Philippines in the person of its 16th president, Rodrigo Duterte, who was sworn into office at noon yesterday. In a carefully crafted inaugural speech - without the usual profanity - and a three-hour cabinet meeting afterwards, President Duterte set the tone for his 6-year ...
Fewer politics risks, but the coast is still not clear
TURKEY · In Brief · 01 Jul 2016 · 1 response
Executive Summary President Erdogan displayed great leadership and pragmatism by acceding to reconciliation with Israel and Russia, both of which might have felt like personal defeats to him. Ankara sources suggest that reconciliation with Egypt, and even Syria might be in the works. At home, MHP...
We’ve Only Just Begun
COLOMBIA · Forecast · 30 Jun 2016
Aligning the best and bravest to lead the enactment of the new peace deal with the FARC will be the Santos administration’s main task for the next two years, in addition to winning the plebiscite. As Brexit just showed, winning a popular vote is harder than it looks. The picture of peace being si...
Some Unpleasant Monetary Arithmetic
TURKEY · Report · 30 Jun 2016 · 1 response
A chronically low saving rate and a large current account deficit are well known features of the Turkish economy. What is somewhat less well-known, or appreciated, is the constraint that this imposes on Turkish central bank’s ability to create lira and achieve ‘financial deepening’ in the absence...
Economics: More Cuts at Last, but More Needed
MEXICO · Report · 30 Jun 2016
In a departure from practices of recent years, in which officials promised hefty spending cuts and then failed to implement them, so far in the current year they have fully met such adjustment targets, and then some. However, a number of doubts remain as to just how sustainable such adjustments ...
Tax amnesty in a volatile environment
ARGENTINA · Report · 30 Jun 2016
Congress has finally approved the government’s broad-based legal bill, which incorporates changes in the social security and tax systems. The new law, called the "exceptional voluntary reporting system of tenure of national and foreign currency and other goods, locally and abroad” incorporates t...
Glimmers of Recovery
UKRAINE · Forecast · 30 Jun 2016
Ukraine is definitely on recovery path. Macroeconomic statistics are exceeding projections, and political life is finally stabilizing. The business environment has also begun improving, with evidence of some steps taken toward reform. But the recovery should largely be understood as stemming from...
The President’s Very Full Plate
DOMINICAN REPUBLIC · Report · 30 Jun 2016
Economic activity continues to expand rapidly. Monthly growth in April was up 10.1% over April 2015, and up 7.1% January through April. We expect lower figures starting in May, as public spending moderates. Inflation remains low, with annualized inflation at 1.71%, well below the 4% (± 1.0%) tar...
Politics: A New Electoral Outlook for 2018
MEXICO · Report · 30 Jun 2016
GEA-ISA’s newest survey of voter preferences shows significant changes in the political-electoral landscape in the immediate wake of the elections that took place June 5. The public’s evaluation of President Enrique Peña and his administration is the worst seen in his three and a half years in of...
Guatemala: No Surprises
CENTRAL AMERICA · Report · 29 Jun 2016
The IMF mission working on the Article IV report for Guatemala delivered no surprises. The team’s end-of-mission report, published at the end of May, expressed no worries with Guatemala’s short-term economic outlook, but reaffirmed its national structural problems. We agree with those findings. ...
Last month’s data is positive for Chinese prospects
CHINA FINANCIAL · Report · 29 Jun 2016
Special points to highlight in this issue: • Investment growth decelerated sharply in May. This was already pretty clear from the year-to-date numbers released by the NBS, but even more clear once the May data was disaggregated. In May investment grew by around 6%, bring year-to-date growth down...
This is not terror, it is denial and delusion
TURKEY · In Brief · 29 Jun 2016
With a heavy and bitter sense of déjà vu, once again I write about terror in Turkey. The target is Turkey’s pride international airport. The prime suspect ISIS, casualty count so far: 36 dead and 147 injured. Lessons drawn: Nil. Conclusion: Expect more attacks, a devastation of the tourism indust...
Is Turkey breaking out of her “Splendid Isolation”?
TURKEY · In Brief · 27 Jun 2016
In as much as the policy stance is defended in terms of high-flouting ideals and values, Turkey’s foreign policy stance in the region has largely been by necessity “Splendid Isolation” as described by presidential spokesperson Mr. Ibrahim Kalin. From Assad, to Sisi to Putin, Mr. Erdogan managed t...