Economic Analysis - Short-Term Rouble Appreciation Not Over Yet - 31 MAR 2014
Emerging Markets Monitor March 2014 / Russia / Economy
We see room for further short-term appreciation of the Russian rouble over the next few months. The technical picture looks supportive of our view, with the rouble breaking through a three-month...
Political Risk Analysis - SPS Majority To Accelerate EU Accession - 24 MAR 2014
Emerging Markets Monitor March 2014 / Serbia / Political Risk
Deputy Prime Minister Aleksander Vucic's centre-right Progressive Party of Serbia (SNS) gained an overall majority of seats in the National Assembly in elections held on March 16. With the SNS...
Political Risk Analysis - Market Sell-Off Over For Now - 10 MAR 2014
Emerging Markets Monitor March 2014 / Russia / Political Risk
Russian legislators' approval to deploy troops in Crimea on March 1, followed by US Secretary of State John Kerry's statement that the US is prepared to 'isolate Russia economically', has evoked a...
Political Risk Analysis - Next Steps To Restore Stability - 03 MAR 2014
Emerging Markets Monitor February 2014 / Ukraine / Economy
The political vacuum left by the ousting of former President Viktor Yanukovych has created a power vacuum that is exacerbating Ukraine's dire economic situation. Here we outline a number of potenti...
Political Outlook - Coalition Should Survive PNL Exit - 03 MAR 2014
Emerging Markets Monitor February 2014 / Romania / Political Risk
As we had previously anticipated (see 'PNL Likely To Leave Governing Coalition', February 25), the National Liberal Party (PNL) chose to leave Romania's governing Social Liberal Union (USL) coaliti...
Economic Analysis - Not Yet Done With Rate Cuts - 03 MAR 2014
Emerging Markets Monitor February 2014 / Serbia / Economy
The National Bank of Serbia (NBS) held the monetary policy rate at 9.50% for the third consecutive time at its February board meeting, as inflation in January came in back within the NBS's lower...