Weekly coverage of fixed income, FX, interest rates, commodities, equities and funds across emerging markets
Gambia's economy is in recovery mode as international donors have begun to re-engage with the country following the resolution of the election crisis in early 2017. However, the recovery will be constrained by imbalances that had built up in recent years and that will need to be unwound.
The Colombian peso is likely to consolidate in a weaker trading range in the coming weeks following a break of key support in light of recent oil price weakness. That said, we remain relatively...
Romania's parliament endorsed the new cabinet of Prime Minister Mihai Tudose with 275 votes to 102 on June 29.
Kuwait's need to balance regional geopolitical tensions will see the country's Emir continue to strive towards a resolution of the ongoing diplomatic spat in the GCC. A failure to do so will see...
The Kenyan shilling looks set to continue along its ongoing depreciatory trend over the coming quarters, driven by higher inflation and concerns over the government's growing debt burden amongst...
At the mid-way point in the year, we are assessing the performance of our Mining key themes for 2017, as outlined at the end of 2016. Thus far, most themes are playing out or are still in pl...
Persistent weakness in the industrial sector and a slowdown in the services sector will contribute to a deceleration in Mexican real GDP growth in 2017. However, we have revised up our 2017 forecas...
Credit growth in Turkey will expand at a robust pace in the years ahead, largely on account of several government programmes designed to boost lending. However, we highlight the risks to the bankin...
We are effectively neutral towards the USD relative to both DM and EM FX. Against DM FX, while the dollar is under pressure from rising real bond yields in the eurozone, the spread remains heavily...
As we wrote last week, we believe that global stocks are in the final innings of their bull market and while we do not have enough evidence to suggest that the recent sell-off marks the top, risks...