Global Economics Chart Pack Global Economics Chart Pack (Dec. 2023) Our Global Economics Chart Pack has been updated with the latest data and our analysis of recent developments. We think that global growth will undershoot consensus expectations in 2024 as the lagged... 15th December 2023 · 1 min read
Emerging Europe Economics Update A closer look at the rebound in Turkey’s FX reserves Turkey’s gross international reserves have hit a record high recently which, on the face of it, suggests that the policy U-turn since May has helped to diminish the country’s balance of payments... 14th December 2023 · 5 mins read
Middle East & North Africa Economics Weekly Egypt post-election policy shift? Saudi gigaproject delays Inflation in Egypt slowed further in November but, with President al-Sisi all but certain to be confirmed as the winner of the recent election, policy moves over the coming weeks and months will... 14th December 2023 · 6 mins read
India Chart Pack India Chart Pack (Dec. 2023) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy has grown at a healthy clip over recent quarters and, with the help of government... 13th December 2023 · 1 min read
Middle East & North Africa Economic Outlook Another year of sluggish growth Economic growth in the Middle East and North Africa will strengthen a little in 2024 but is likely to come in well below consensus expectations. OPEC+’s cautious approach to oil policy will keep a lid... 13th December 2023 · 22 mins read
Africa Economics Weekly CBK supports the shilling, SA current account The Kenyan central bank’s surprise 200bp interest rate hike, to 12.50%, on Tuesday was clearly aimed at shoring up the currency. There are other reasons to think that pressure on the shilling will... 8th December 2023 · 7 mins read
Middle East & North Africa Economics Weekly Egypt’s presidential election, Saudi budget approved The result of Egypt’s presidential election that concludes next week is a formality, but once the vote is out of the way, it seems likely that economic policy will shift in a more orthodox direction... 7th December 2023 · 8 mins read
China Rapid Response Merchandise Trade (Nov.) China’s export values rose year-on-year for the first time since May while the level of export volumes hit a fresh high, supported by exporters reducing prices. We doubt this robustness will persist... 7th December 2023 · 2 mins read
Australia & New Zealand Rapid Response Australia International Trade (Oct. 2023) 7th December 2023 · 2 mins read
India Economic Outlook Solid growth in run-up to election India’s economy has grown at a healthy clip over recent quarters and, with the help of government spending, we think it will continue to hold up well ahead of next year’s general election. Given also... 5th December 2023 · 19 mins read
Japan Economic Outlook Negative rates will end next year Following a strong 2023, GDP growth is set to slow towards potential next year and the labour market will tread water for now. However, with the virtuous cycle between consumer prices and inflation... 4th December 2023 · 18 mins read
China Economics Weekly Fiscal boost, renminbi turnaround Government bond issuance has picked up recently but a sizeable chunk of the proceeds have yet to be spent. Local officials will be under pressure to deploy these funds as soon as possible, which could... 1st December 2023 · 5 mins read
Global Economics Update No near-term turnaround on the cards for world trade While global goods trade rose in September, timelier indicators suggest that it has softened so far in Q4. And with props to Chinese exports likely to prove temporary, and advanced economies set to... 29th November 2023 · 4 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Nov. 2023) Our Middle East and North Africa Chart Pack has been updated with the latest data and our analysis of recent developments After a sharp slowdown this year, GDP growth across the Middle East and North... 28th November 2023 · 1 min read
China Chart Pack China Chart Pack (Nov. 2023) China’s economy is making headway again after stalling during the summer. A step up in policy support looks set to deliver a modest cyclical recovery but trend growth remains under pressure. 28th November 2023 · 1 min read
