Japan Data Response Tankan (Q2) The jump in the Tankan’s headline index for large manufacturers suggests that economic activity accelerated last quarter. Capacity shortages have intensified and manufacturers are reporting the... 3rd July 2017 · 1 min read
Middle East & North Africa Chart Pack Politics rocks the Gulf Political developments have dominated the news in the MENA region this month. In Qatar, financial markets have sold off amid a diplomatic spat with regional powers. So far, though, the broader... 30th June 2017 · 1 min read
Latin America Chart Pack Temer clings on Despite the crisis that has engulfed his administration, Brazil’s president, Michel Temer, is managing to cling on to office and there is now a reasonable chance that he serves out his full term to... 28th June 2017 · 1 min read
Africa Economics Update South Africa: Mining charter an ominous sign of things to come Revisions to the charter governing South Africa’s mining sector have been opposed by the industry and rattled the markets. In this Watch, we examine the industry’s complaints, explain the political... 28th June 2017 · 1 min read
Middle East & North Africa Economics Focus Saudi Vision 2030 likely to fall short of lofty goals The recent elevation of Saudi Arabia’s Mohammed bin Salman to crown prince has raised hopes of a renewed impetus to push through his Vision 2030 reform programme. But, while the scope of the programme... 27th June 2017 · 20 mins read
China Economics Focus 20 years on: assessing the past and future of Hong Kong 1st July marks the 20th anniversary of Hong Kong’s return to China. The city’s economy has continued to prosper over the last two decades, defying gloomy predictions made by some before the handover... 23rd June 2017 · 1 min read
UK Economics Update Brexit Watch: One year on At the one year anniversary of the UK’s historic vote to leave the EU, the Brexit process is still firmly in its infancy. Although face-to-face negotiations with the EU finally began this week, the... 23rd June 2017 · 1 min read
Europe Economics Weekly Europe enters Brexit talks on a strong footing As official negotiations about Britain’s exit from the European Union began this week, the remaining member states appeared to be in a robust position. The euro-zone economy, in particular, is still... 23rd June 2017 · 1 min read
Asia Economics Weekly Philippines: Duterte undermining country’s economic prospects One year since coming to power, President Duterte of the Philippines has not been the disaster for the economy that some feared. His wisest move has been to hand over responsibility for economic... 23rd June 2017 · 1 min read
Japan Economics Weekly Has the structural unemployment rate fallen? Better education, an ageing workforce and easier job searching via the internet have reduced Japan’s structural jobless rate and kept a lid on wage growth in recent years. Even so, employers report... 23rd June 2017 · 1 min read
India Chart Pack RBI wields new powers The Reserve Bank of India (RBI) has started to put to use its new powers to clean up the banking sector. Earlier this month it instructed several commercial banks to begin insolvency proceedings... 22nd June 2017 · 1 min read
Europe Economics Update Macron’s majority bodes well, but reform won’t be easy The results of the French parliamentary elections revealing that Emmanuel Macron’s La République En Marche has achieved a huge majority bode well for the French economy and for EU relations. But he... 19th June 2017 · 1 min read
UK Economics Update Brexit Watch: Government makes a few Brexit concessions With face-to-face talks with the EU set to begin next week, it is still unclear whether or not the General Election result – which clearly weakened Theresa May’s negotiating mandate – will lead to a... 16th June 2017 · 1 min read
Emerging Markets Economics Chart Pack Steady as she goes The latest economic data from across the emerging world have been mixed but our EM GDP Tracker suggests that growth has levelled off at around 4% y/y. While China’s growth has now passed its peak... 16th June 2017 · 1 min read
Emerging Europe Economics Update Russia: tighter US sanctions would have limited impact Legislation passed by the US Senate to tighten the sanctions regime on Russia provides further reason to think that medium-term growth in Russia will be extremely weak. But the near-term economic... 15th June 2017 · 1 min read
Europe Economics Update What does the UK election mean for the euro-zone? The UK election is unlikely to have major adverse near-term effects on the euro-zone as damage to UK demand from political uncertainty may be offset by looser fiscal policy. A softer Brexit could... 14th June 2017 · 1 min read
