India Economics Focus What could go wrong? Positivity surrounding India’s near and long-term economic outlook is arguably at its highest in a decade, with good reason. But amid the optimism, it is easy to become complacent to the downside... 3rd April 2024 · 10 mins read
Middle East & North Africa Economics Weekly Egypt’s path to faster growth, Houthis and Gulf oil output Egypt’s recent policy shift has been met with a lot of optimism among investors and will likely see its new IMF deal approved by the Executive Board tomorrow. But the policies involve some near-term... 28th March 2024 · 6 mins read
India Chart Pack India Chart Pack (Mar. 2024) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India retained its title as the world’s fastest-growing major economy last year and the latest data... 26th March 2024 · 1 min read
Middle East & North Africa Economic Outlook A soft 2024, but faster growth around the corner Low oil output in the Gulf will constrain GDP growth over the first half of this year. But as this reverses, growth will pick up and by more than most expect. Elsewhere in Middle East and North Africa... 25th March 2024 · 20 mins read
Middle East & North Africa Economics Weekly Flexible EGP on the rise, Morocco’s cautious central bank The Egyptian pound has appreciated by 10% against the dollar in the past couple of weeks since its devaluation, providing hope that the CBE is finally following through with its commitment to a more... 21st March 2024 · 6 mins read
Africa Economics Focus Will Africa unlock its potential? Sub-Saharan Africa’s enormous demographic tailwind means the region will see the fastest GDP growth rates (4-5%) of any region between now and 2050. By the middle of the century, the region’s overall... 21st March 2024 · 22 mins read
India Economics Weekly #3 in 2026 The key takeaway from our Q2 Outlook is that, while growth is likely to slow a touch, India will remain a global outperformer over the coming years. That will set the stage for India to overtake Japan... 15th March 2024 · 4 mins read
Middle East & North Africa Economics Weekly The good and bad of Egypt’s policy shift, Aramco transfer Last week’s policy moves in Egypt have raised concerns about a fresh surge in inflation, particularly after the jump recorded in the February CPI data. But while inflation may increase again in March... 14th March 2024 · 6 mins read
India Economic Outlook World-beating growth set to continue India retained its title as the world’s fastest-growing major economy last year and we expect further strong growth over the coming years. That would put India on course to become the world’s third... 13th March 2024 · 20 mins read
Middle East & North Africa Economics Weekly Egypt’s Super Wednesday pulls it back from the brink Egypt finally made the long-awaited shift back toward economic orthodoxy on Wednesday with the pound being devalued, interest rates hiked aggressively, and a new and enhanced IMF deal agreed. There... 7th March 2024 · 8 mins read
Emerging Europe Economics Focus Russia: what to watch under Putin 5.0 The outcome of Russia’s presidential election taking place over 15-17 th March is not in doubt: Putin is all but certain to secure a fifth term until 2030. But the election still has significance... 7th March 2024 · 21 mins read
Japan Economics Update Better corporate governance still not paying off The decline in listed firms’ profit margins over the last couple of years despite the tailwind from a weaker yen suggests that improved corporate governance isn’t changing corporate behaviour. While... 4th March 2024 · 2 mins read
India Economics Weekly Shifting consumption patterns, world-beating growth The much-awaited Household Consumption Expenditure Survey for 2022-23 showed a shift in consumption patterns since the previous survey over a decade ago, underscoring the need to re-weight India’s CPI... 1st March 2024 · 3 mins read
Middle East & North Africa Economics Weekly Ras el Hekma deal, Qatar’s LNG expansion boost The deal in which Abu Dhabi’s sovereign wealth fund, ADQ, will invest $35bn in the Ras el-Hekma project will provide much needed foreign currency inflows for Egypt’s economy. But, even with this... 29th February 2024 · 7 mins read
Middle East & North Africa Economics Update Egypt: Ras el Hekma deal paves the way for policy shift The $35bn deal struck between Egypt’s government and the Abu Dhabi sovereign wealth fund, ADQ, will go some way towards alleviating acute balance of payments strains and pave the way for an enhanced... 27th February 2024 · 4 mins read
India Chart Pack India Chart Pack (Feb. 2024) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy performed exceptionally well last year and the latest data suggest that it has made... 22nd February 2024 · 1 min read