by Bill | Jul 8, 2013 | Emerging Markets, Featured
Our leading indicator for Brazil continues to imply significantly higher growth in Brazil and the economy is starting to respond. Of course, recent positive growth surprises have taken a backseat to the increase in EM market volatility . The Brazilian real has...
by Bill | Feb 27, 2013 | Asia, Emerging Markets, Global Economy, UK
The aggregate real global policy rate is still firmly negative due to the commitment to low interest rates in the major G4 economies, Still, we are seeing notable divergence between countries. Emerging economies largely remain among the economies with positive...
by Bill | Nov 21, 2012 | Emerging Markets, European Economy
While a good deal of investor attention has been focused on the US of late, in the process relegating the EU debt crisis into clear second place, CEE economies have been largely subjected to benign neglect. Arguably this is a mistake, since a lot can be learnt from...
by Bill | Oct 15, 2012 | Asia, Demographics, Emerging Markets
South Korea is still being touted as an emerging market, but this is increasingly becoming a misnomer. The country’s demographics are now increasingly negative and the South Korean society is in the throes of a long and painful economic and demographic...
by Bill | Aug 14, 2012 | Emerging Markets, Featured, Global Economy
In principle, a negative current account should not be a problem for Indonesia given the economy’s strong demographic profile, but the slump in external demand will expose the strong credit growth in the domestic economy. A deteriorating current account deficit...
