Latin America Economics Update Colombia: Dollar purchases unlikely to stem peso’s rise for now 26th October 2009 · 1 min read
Europe Economics Weekly Banks still reliant on ECB liquidity provision 26th October 2009 · 1 min read
Asia Economics Weekly India and Vietnam in next wave to hike after Australia 26th October 2009 · 1 min read
Asia Economics Update Malaysia plans slow exit from fiscal stimulus Today’s 2010 budget aims to cut the fiscal deficit but Malaysia’s move to the exit will be more of a stroll than a sprint. Lower personal tax rates and higher relief on incomes will support household... 23rd October 2009 · 1 min read
China Chart Pack China returned to rapid growth in Q3 (Oct 09) Nearly a year after exports collapsed, China’s economy is once again expanding at a frenetic pace. There are medium term risks in the form of industrial overcapacity, weaker banks and the threat that... 23rd October 2009 · 1 min read
Emerging Europe Economics Update Will Estonia be the next to join the euro? 23rd October 2009 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank in no hurry to raise interest rates The Swedish Riksbank’s latest economic forecasts suggest that a tightening in monetary policy remains a long way off. This supports our view that interest rates are unlikely to rise as quickly or as... 22nd October 2009 · 1 min read
China Economics Update Asset bubbles to be China’s biggest concern in year ahead China’s loan-fuelled stimulus has returned the economy to rapid growth. The key challenge now is sustaining the rebound without inflating asset price bubbles. 22nd October 2009 · 1 min read
Japan Economics Update Japanese exports jump despite strong yen Looking beyond the headline year-on-year figures, Japan’s export volumes jumped again in the third quarter. The strength of the yen is not an insurmountable hurdle as long as global demand is... 22nd October 2009 · 1 min read
Europe Commercial Property Update Should Prague and Warsaw office yields be more differentiated? Investors seem to have taken a broad-brush approach to pricing Prague and Warsaw office markets in recent years. Should there be more differentiation in pricing between these markets? We think that... 22nd October 2009 · 1 min read
