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.
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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...
Political Risk Analysis - Change In PM Does Not Signal Policy Shift - 18 DEC 2017
Emerging Markets Monitor December 2017 / Poland / Political Risk
We do not expect to see a shift in government policy following the resignation of Polish Prime Minister Beata Szyd?o ahead of a Cabinet reshuffle. Her successor Mateusz Morawiecki is likely to...
Political Risk Analysis - Quick View: Corruption Allegations Threaten Pi?era Campaign - 02 OCT 2017
Emerging Markets Monitor September 2017 / Chile / Political Risk
The attorney general's office announced on September 26 that an investigation into irregular payments linked to the 2009 election campaign of former president Sebasti?n Pi?era has been launch...
Political Risk Analysis - Expropriation Reinforces Investment Risks - 02 OCT 2017
Emerging Markets Monitor September 2017 / Tanzania / Political Risk
A recent dispute between the Tanzanian government and the London-listed mining company Petra Diamonds highlights the challenging operating environment in Tanzania. This will further weaken the...
Economic Analysis - Unorthodox Financing Plan Will Raise Political Risk - 02 OCT 2017
Emerging Markets Monitor September 2017 / Algeria / Economy
The reappointment of Ahmed Ouyahia as prime minister of Algeria, and the launch of a new economic plan, signals that that the government will strive harder to cut spending in a bid to narrow its...
Political Risk Analysis - Quick View: Sendic's Departure Bodes Ill For Frente Amplio Coalition - 18 SEPT 2017
Emerging Markets Monitor September 2017 / Uruguay / Political Risk
On September 9 Uruguay's Vice President Ra?l Sendic announced he would resign, tendering his resignation on September 11.
Political Risk Analysis - Quick View: Morales On Firmer Footing As Immunity Remains Intact - 18 SEPT 2017
Emerging Markets Monitor September 2017 / Guatemala / Political Risk
On 11 of September, Guatemala's congress voted down a motion to lift President Jimmy Morales's immunity from prosecution related to allegations of illicit campaign financing during the 2015 elect...
Political Risk Analysis - Dos Santos To Depart, But Little Policy Change Post-Election - 21 AUG 2017
Emerging Markets Monitor August 2017 / Angola / Political Risk
Angola's governing MPLA is on course to retain its majority in the August 23 legislative election, a vote that is set to also usher in the country's first new president in over 37 years as Jose...