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Events
Databanks
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Argentina databank Apr 15
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Brazil Economics databank Apr 14
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Central America databank Mar 31
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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 Apr 25
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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 Feb 26
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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
NEWS FLASH
LIVE WEBINAR TODAY: CHINA’S OUTLOOK IN THE TIME OF TRADE WARS...
COUNTRY INSIGHTS
Weaker Growth Amid Regional Discord
PERU · Report · 10 Oct 2014
Executive SummaryThe great surprise of the October 5th regional and local elections was the landslide of Cajamarca regional president Gregorio Santos, in jail on corruption charges. The results revived fears that this key mining territory will have protracted problems developing its vast resource...
Strong Growth in Q2, But Slowdown Has Started Already
HUNGARY · Forecast · 09 Oct 2014
Executive Summary In late September, the Central Statistical Office announced a revision of national accounts and government sector data, as part of a transition to ESA2010, Eurostat’s new methodological standard. So far, only part of the new data has been presented, and as a result, a fully cons...
The MTP of Diminished Expectations
TURKEY · Report · 09 Oct 2014
The government announced the Medium-Term Program (MTP) for 2015-17 yesterday, in a timely manner. This is typically done before the submission of the budget to parliament, by the constitutionally-set deadline of October 17th. Despite its shortcomings, the MTP is a very useful document that lays o...
Energy Reform: An Analysis Of Its Fiscal Implications
MEXICO · Report · 08 Oct 2014
Executive SummaryA series of changes to articles 25, 27 and 28 of the Mexican Constitution regarding the energy sector that constitute part of the country’s broader energy reform appeared in the December 20, 2013 issue of the Diario Oficial de la Federación, the federal government’s daily gazette...
Productivity Lags, Wages More So
MEXICO · Report · 08 Oct 2014
Executive Summary Labor productivity per hour worked in Mexico has showed relatively lackluster growth over the past five years, having risen by only 10% since the first quarter of 2009 largely on the strength of a 12% increase in activity in the dominant service sector. Productivity in the indus...
Violent Threats to Governability
MEXICO · Report · 08 Oct 2014
Executive Summary In recent weeks a number of violent incidents, as well as the emergence of a student movement at the second most important public institution of higher learning in Mexico, have tested the government’s ability to guarantee the security of Mexican citizens and to avoid head-on con...
Will the Presidency Remain Effective?
INDONESIA · Report · 08 Oct 2014
Drama in Indonesian politics came again yesterday, October 7, 2014. In the election of the Speaker and the Deputies of the People’s Consultative Assembly, the political body that in the past elected the President and Vice President, Jokowi’s Camp lost. With that loss, Prabowo’s Camp has swept pra...
Heads up: Violent Kobane protests could shake markets
TURKEY · In Brief · 07 Oct 2014
I had originally intended to update our audience with a long Market Brief on Turkey’s three conditions to deploy ground troops against ISIS. The violent protests in defense of Syrian Kurdish town Kobane that erupted across the nation last night completely changed the agenda. Turkey is waking up t...
Successfully Re-elected
RUSSIA / FSU POLITICS · Report · 07 Oct 2014
Local elections held in a majority of Russian federal entities demonstrate complete domination by the ruling elite. Since most opposition candidates were refused registration for the election, the incumbents faced no real competition and used the current “rally ‘round the flag” support for the go...
New SARB Governor Announced
SOUTH AFRICA · In Brief · 06 Oct 2014
Today, President Jacob Zuma appointed Mr. Lesetja Kganyago as the 10th South African Reserve Bank (SARB) Governor with effect from 09 November 2014. Incumbent Governor Marcus’ term ends on 08 November 2014. Mr. Kganyago has been working as one of the SARB’s Deputy Governors since 2011. In his add...
Presidential Results
BRAZIL POLITICS · Report · 06 Oct 2014
In the 1st round, Dilma Rousseff (PT) obtained 41.59% of valid votes.Aécio Neves (PSDB) came in second place with 33.55%.Marina Silva (PSB), in third place, obtained 21.32%. In terms of votes, Dilma obtained 43,267,668 votes.Aécio totaled 34,897,211 votes.Marina obtained 22,176,619. In the 1st ro...
Industrial Production: The Appearances are Misleading
BRAZIL ECONOMICS · Report · 06 Oct 2014
At first glance, it appears that by growing 0.7% in August, repeating the expansion measured in July, that industrial production has finally started to recover. However, appearances can be deceiving. First of all, the recent improvement is exclusively due to growth in the mineral extraction indus...
Brazil Presidential Election
BRAZIL POLITICS · Report · 03 Oct 2014
Aécio scores points in the best debate of the campaign Aécio Neves was the winner of the debate on TV Globo.He took the initiative and continued with the strategy that has been working in the final leg of this campaign: attacking the government, with a special focus on corruption, and dialoguing ...
Legislative Imperatives
PHILIPPINES · Report · 03 Oct 2014
We are keenly following three things now on Congress’s plate given their crucial role in keeping confidence and economic growth up in the very short term, as well as over the longer haul. The more immediate one is the President’s request for emergency powers to address a forecast shortage in elec...
Time To Have a Little Break
TURKEY · Report · 03 Oct 2014
September CPI inflation came in at a better than expected 0.1% (consensus: 0.4%), largely on account of a favorable drop in food prices and a somewhat stronger than expected base effect in transportation prices. Food prices, we estimate, have shrunk modestly in September (seasonally-adjusted), po...