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 - Q3 Growth Rate Masking Vulnerabilities - 18 DEC 2017
Emerging Markets Monitor December 2017 / Turkey / Economy
BMI View: Turkey's very strong year-on-year GDP growth rate in Q317 was flattered by base effects from a contraction in Q316, while growth actually slowed in quarter-on-quarter terms, indicating a loss of momentum. Nevertheless, government stimulus has heightened overheating risks, and the current pace of growth is unsustainable.
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 - Crib Sheet: Puerto Rico Begins Long Road To Recovery - 18 DEC 2017
Emerging Markets Monitor December 2017 / Puerto Rico / Economy
Recent developments in Puerto Rico have increased our conviction that the territory faces a long road to recovery in the wake of hurricanes Irma and Maria, which made landfall in September. The...
Economic Analysis - Growth Will Recover In 2018 - 02 OCT 2017
Emerging Markets Monitor September 2017 / Namibia / Economy
Economic activity will accelerate over the coming quarters in Namibia, having struggled with significant fiscal constraints and limited investment in 2017. Major increases in mining output and...
Economic Analysis - Muted Growth Ahead Amid Weak Investment And Services Slowdown - 02 OCT 2017
Emerging Markets Monitor September 2017 / Mexico / Economy
A slowdown in Mexico's service sector and persistently weak industrial production will cause growth to decelerate in 2017. Economic activity will accelerate modestly in 2018 as political and trade...
Economic Analysis - Forecasts Revised Down On Election Uncertainty - 02 OCT 2017
Emerging Markets Monitor September 2017 / Kenya / Economy
We have revised down our forecasts for real GDP growth in Kenya over 2017 and 2018, as political uncertainty following the annulled presidential election will weigh on business sentiment. That...
Industry Forecast - Privately-Owned Banks In Crisis Mode - 02 OCT 2017
Emerging Markets Monitor September 2017 / Russia / Economy
On September 21 the Russian Central Bank (CBR) announced that it will nationalize B&N Bank, the country's 12th largest lender by assets, using the newly created Banking Sector Consolidati...
Economic Analysis - Higher Exports To Facilitate Gradual Uptick In Growth - 18 SEPT 2017
Emerging Markets Monitor September 2017 / Jordan / Economy
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...
Economic Analysis - Hydrocarbon Production And Infrastructure Will Drive Growth - 18 SEPT 2017
Emerging Markets Monitor September 2017 / Cameroon / Economy
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...