Economic Analysis - Strong Domestic Economy Warranting More Tightening - 21 AUG 2017
Emerging Markets Monitor August 2017 / Czech Republic / Economy
The Czech National Bank (CNB) will continue its tightening cycle in 2018, after it scrapped its exchange rate floor in April and raised rates in August. The Czech labour market is extremely tight...
Economic Analysis - Quick View: Strong Q2 GDP, But Headwinds Remain - 21 AUG 2017
Emerging Markets Monitor August 2017 / Russia / Economy
Russian real GDP growth accelerated to 2.5% y-o-y in Q217 according to preliminary estimates from the Federal Statistics Office, beating consensus expectations of 1.7%.
Economic Analysis - Strong H117 Warrants Upgrade - 21 AUG 2017
Emerging Markets Monitor August 2017 / Kazakhstan / Economy
With Kazakhstan's economic recovery progressing at a faster pace than expected, we have revised up the country's short-term growth outlook. We also note significant upside for the economy over the...
Currency Forecast - PLN: Technicals And Fundamentals Supporting Rebound - 21 AUG 2017
Emerging Markets Monitor August 2017 / Poland / Finance
The Polish zloty (PLN) will receive tailwinds from a widening real interest rate differential over the eurozone in the short term, following some downside pressures in mid-2017. In the long term...
Currency Forecast - KZT: Foreign Investment To Fuel Long Term Appreciation - 21 AUG 2017
Emerging Markets Monitor August 2017 / Kazakhstan / Finance
Abating depreciatory pressures will see the Kazakh tenge stabilise over the short term, and we believe that the unit is set up for further appreciation over the longer term. This will be primarily...