Economic Analysis - Policy Changes Dim Outlook On Banking Sector - 29 JULY 2013
Emerging Markets Monitor July 2013 / Nigeria / Economy
The Central Bank of Nigeria's recent decision to increase the cash reserve requirement for government deposits means that banks will have less money to lend, with potential adverse effects on their...
Market Strategy - MXN Well Positioned For EM Bounce - 15 JULY 2013
Emerging Markets Monitor July 2013 / Mexico / Economy
Following the sharp sell-off throughout May and June, we see scope for foreign capital to gradually return to emerging markets in the near term. Selectivity will be key for investors and we believe...
Economic Analysis - Deteriorating Economic Prospects - 01 JULY 2013
Emerging Markets Monitor June 2013 / South Africa / Economy
South Africa's economic prospects have deteriorated amid rapid currency depreciation and rising tensions in the critical mining sector. We are forecasting real GDP growth of 2.3% in 2013 and 3.3% i...