Weekly coverage of fixed income, FX, interest rates, commodities, equities and funds across emerging markets
Economic growth will pick up in Jordan over the coming quarters, largely driven by higher export levels. Fiscal consolidation will nevertheless weigh on consumption, preventing a stronger economic...
We expect that the Zambian kwacha will continue to sell-off in the months ahead as real rates become less attractive and the country's terms of trade deteriorate modestly. In the long term while...
Deposit and loan growth will continue to fall in real terms in Venezuela, as the country's ongoing economic and political crisis weighs heavily on the banking sector. However, we do not expect the...
Kuwait's fiscal deficit will narrow at a slower pace than we initially anticipated over FY2017/18, as OPEC-initiated cuts to oil production weigh on government revenue growth. Despite this, risks...
On September 9 Uruguay's Vice President Ra?l Sendic announced he would resign, tendering his resignation on September 11.
On 11 of September, Guatemala's congress voted down a motion to lift President Jimmy Morales's immunity from prosecution related to allegations of illicit campaign financing during the 2015 elect...
Growth in Cameroon will pick up in the coming quarters on the back of a ramp-up in hydrocarbon production and infrastructure investment. However, a slowdown in the wholesale & retail...
The decline in developed market yields over the past month does not appear to be fundamentally driven, and we continue to believe that risks are to the upside for yields. This poses major risks to...
: Non-seasonally adjusted real GDP in Turkey expanded by 5.1% y-o-y in Q217, up from 5.2% the previous quarter but slightly below Bloomberg consensus of 5.3%.
An earthquake of 8.1 on the Richter scale struck off the southern coast of Mexico late on September 7, the strongest to hit the country in over a hundred years.