Asia Economics Update China’s economy can do without a fiscal stimulus Market speculation that China’s government is lining up a big fiscal package is likely to prove unfounded. With the economy still in good shape, there is no immediate need for a stimulus. Nonetheless... 21st August 2008 · 1 min read
China Economics Update China’s economy can do without a fiscal stimulus Market speculation that China’s government is lining up a big fiscal package is likely to prove unfounded. With the economy still in good shape, there is no immediate need for a stimulus. Nonetheless... 21st August 2008 · 1 min read
Emerging Europe Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Asia Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Global Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Asia Economics Update South-East Asian interest rates close to a peak The recent fall in the prices of oil and other commodities strengthens our view that the present tightening cycle in South-East Asia will be a short one. We expect regional interest rates to peak in... 19th August 2008 · 1 min read
Emerging Europe Economics Update Tightening cycle drawing to a close (Aug 08) Interest rates are nearing their peaks across Emerging Europe. Indeed, policymakers in the Czech Republic actually cut interest rates by 25bps earlier this month and seem intent on reducing borrowing... 19th August 2008 · 1 min read
