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China accelerates natural gas reform,
Deepak Gopinath,
31 Jan 2012
New pricing policy makes imports more competitive but will also boost domestic production | Commodities |
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Taiwan’s real test is yet to come,
Chieh-Ju Liao,
Jonathan Fenby,
19 Jan 2012
While the excitement of elections has ended, the real test on economy is just started | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
Andrea Giunti,
6 Jan 2012
The roadmap for EM investors this year has more than its usual share of potholes | Strategy Monthly |
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Indonesia’s land acquisition bill: Positive but no panacea,
16 Dec 2011
| Brief Notes |
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South Africa: Implications of the Eurozone crisis,
Sevin Ekinci,
Larry Brainard,
15 Dec 2011
Domestic consumption and strong FDI will limit the impact | TS View |
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How Korea will weather the Eurozone crisis,
Chieh-Ju Liao,
Larry Brainard,
8 Dec 2011
Economic reforms have bolstered the country’s defences | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
2 Dec 2011
The Eurozone will break up: Implications for the emerging markets | Strategy Monthly |
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Will Europe drag down the BRICs?,
Martinde Bonte,
Bo Zhuang,
Christopher Granville,
Elizabeth Johnson,
Shumita Sharma Deveshwar,
1 Dec 2011
Growth will slow but the damage will be limited | TS View |
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Bank Indonesia’s rate cuts expose the economy to serious inflation risks,
Martinde Bonte,
Larry Brainard,
18 Nov 2011
Growth will be robust but inflation is likely to increase to more than 6 per cent in 2012 | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
4 Nov 2011
A disorderly debt default and ejection from the euro now constitute the most likely scenario for Greece | Strategy Monthly |
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The Turkish Central Bank acts to ease the squeeze on domestic banks,
2 Nov 2011
| Domestic financial markets |
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Korea’s international transformation in perspective,
Chieh-Ju Liao,
Larry Brainard,
28 Oct 2011
Breaking new ground in both trade and capital flows | Chartbook |
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Indonesia’s worsening reform outlook,
Deepak Gopinath,
28 Oct 2011
Politics takes centre stage as the 2014 presidential elections loom | TS View |
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Why Turkey’s banking sector is poised for a rebound,
Sevin Ekinci,
Larry Brainard,
25 Oct 2011
Our out-of-consensus monetary policy call is that the European financial crisis will lead to an easing in the banks’ reserve requirements | TS View |
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India’s coal crisis,
Deepak Gopinath,
21 Oct 2011
The government will muddle through but domestic shortages and pricier imports will hit power producer margins in the near term | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
7 Oct 2011
EM will remain vulnerable to renewed bouts of volatility and panic but targeted investment opportunities will emerge amid the turmoil | Strategy Monthly |
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Supply responses will be delayed for hard commodities,
Deepak Gopinath,
16 Sep 2011
Production constraints, rising costs and resource nationalism will put a floor under prices | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
2 Sep 2011
The decoupling of EM markets is being delayed by the looming Eurozone crisis | Strategy Monthly |
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Financial market deepening in the BRICs,
Martinde Bonte,
Larry Brainard,
15 Aug 2011
Progress has been made, but access to long-term financing remains limited | Chartbook |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
5 Aug 2011
Looking for safe havens in the emerging economies | Strategy Monthly |
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Turkey’s political turbulence will be short-lived,
Sevin Ekinci,
Larry Brainard,
4 Aug 2011
Prime Minister Erdogan’s desire for constitutional reforms will lead to more conciliatory policies later this year | TS View |
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How to play the scramble for fertilizers,
Deepak Gopinath,
1 Aug 2011
Potash demand will soar as India and China boost crop yields | TS View |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
8 Jul 2011
Debt woes in Europe and the US will benefit emerging economies | Strategy Monthly |
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China's commodity imports at an inflection point,
Deepak Gopinath,
6 Jul 2011
Restocking will boost hard commodity prices in H2/11 and into 2012 | TS View |
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The internationalization of the yuan – a cautionary tale,
Larry Brainard,
16 Jun 2011
Hong Kong’s burgeoning market in offshore renminbi is feeding China’s craving for unneeded dollar reserves | TS View |
