Business Environment Analysis

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Economic Analysis - EM Reform Update: Asia Leading The Way - 19 JAN 2015

Emerging market 'reformers' will outperform economically. Changes made in recent months reinforce our expectations for Asia - particularly India, China and Indonesia - to lead the way in terms of reforms. Mexico also looks promising. There have been some encouraging signs from Brazil and Turkey of late, but we retain our cautious stance.

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Economic Analysis - African Lions: Is Ghana A Bellwether? - 26 MAY 2014

Ghana's current economic malaise could be replicated in other 'African Lions' over the coming months and years. We will be watching out for a number of red flags for growth: surging imports, deterioration of the government budget and negative shifts in local sentiment. At present, Mozambique, Tanzania and Zambia are most at risk of economic instability.

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