Economic Analysis - Key Themes For 2018 - 01 JAN 2018
Emerging Markets Monitor December 2017 / Global / Economy
Key global themes that BMI expects to play out in 2018 include a divergence between developed and emerging market economic growth, US-led conflict over trade and potentially with North Korea, and a regulatory backlash over disruptive technologies.
READ FULL ARTICLE
Economic Analysis - KES: Increasing Stability But Pressures Weighted To The Downside - 18 DEC 2017
Emerging Markets Monitor December 2017 / Kenya / Economy
The Kenyan shilling is likely to see increased stability in the coming months given greater confidence in the country's political outlook. That said, this will not deter the shilling's long-term...
Economic Analysis - Election Will Drive Risk Of Capital Outflows - 02 OCT 2017
Emerging Markets Monitor September 2017 / Brazil / Economy
Brazil's external accounts will benefit from strong export growth and buoyant capital inflows over the coming quarters, supporting a historically narrow current account deficit. However, a volatile...
Economic Analysis - Import Surge To Push Deficit Wider In 2017 - 18 SEPT 2017
Emerging Markets Monitor September 2017 / Chile / Economy
Robust import demand will see Chile's current account deficit trend wider in 2017, before gradually narrowing thereafter as mining exports grow. We see little risk to the country's external account...
Economic Analysis - Hydrocarbon Exports Will Narrow Current Account Deficit - 21 AUG 2017
Emerging Markets Monitor August 2017 / Ghana / Economy
Ghana's current account deficit will narrow over the coming years due to significant increases in exports of hydrocarbons and tepid growth in imports. The narrowing current account surplus alongsid...
Operational Risk Snapshot - Sovereign Risk: Diplomatic Standoff Will Not Affect Creditworthiness - 17 JULY 2017
Emerging Markets Monitor July 2017 / Middle East / Economy
Sovereign creditworthiness within the GCC will remain broadly stable even in the face of rising debt levels and a diplomatic crisis. Despite current efforts to ostracise Qatar, the country will...
Economic Analysis - Slow And Painful Recovery Ahead For EM Recession Club - 17 JULY 2017
Emerging Markets Monitor July 2017 / Global / Economy
Several key emerging markets - Brazil, Nigeria and Russia - are edging out of recession but the recovery will be slow and painful. Meanwhile, Saudi Arabia is poised to commence an economic contract...
Currency Forecast - COP: Further Upside Ahead Alongside Oil - 10 APR 2017
Emerging Markets Monitor April 2017 / Colombia / Economy
The Colombian peso will continue to strengthen over the coming months, likely moving into a stronger trading range following a break of key resistance. Rising oil prices and still-high real yields...
Economic Analysis - Global Trade: What Could Go Right? - 20 MAR 2017
Emerging Markets Monitor March 2017 / Global / Economy
Rising fears about the demise of the global trade regime are well justified, with a rise of populism in developed states spurring increasingly nationalist policymaking and potentially exacerbating...
Currency Forecast - EGP: IMF Deal And Portfolio Flows Will Provide Floor For Currency - 06 FEB 2017
Emerging Markets Monitor February 2017 / Egypt / Economy
The Egyptian pound will bottom at around current levels following significant depreciation over the last three months as rising reserves suggest that supply and demand are balanced at current...