Emerging Europe Economics Update Hungarian policymakers tread carefully and cut 50bps 28th September 2009 · 1 min read
Latin America Economics Update Colombia: Rate cut takes the market by surprise 28th September 2009 · 1 min read
Europe Commercial Property Update Industrial yields have risen, but differential over offices remains low Initial yields on European industrial property have risen further from their trough in mid-2007 than office and retail yields. This could be due to a sharper downward revision in investors’ rental... 28th September 2009 · 1 min read
UK Commercial Property Focus Total returns in 2010: how good could they get? The sharp rebound in investor sentiment and the sheer weight of equity poised to (re-)enter the market make it plausible that commercial property total returns could hit 15% next year. 28th September 2009 · 1 min read
Asia Economics Update China still hurtling along Our China Activity Proxy (CAP) suggests that China’s economy expanded at an annualised pace of 15% over the summer. With many companies only just starting to spend the proceeds of loans, rapid growth... 28th September 2009 · 1 min read
Europe Economics Weekly Service sector to lead the economy out of recession 28th September 2009 · 1 min read
Asia Economics Weekly India still set to lead Asian policy rates higher 28th September 2009 · 1 min read
China Economics Update China still hurtling along Our China Activity Proxy (CAP) suggests that China’s economy expanded at an annualised pace of 15% over the summer. With many companies only just starting to spend the proceeds of loans, rapid growth... 28th September 2009 · 1 min read
Global Economics Update Recovery in world trade gathering pace World trade is picking up again, confirming that another aspect of the global financial and economic crisis is now behind us. But this adds little to what we already know from the signs of recovery in... 25th September 2009 · 1 min read