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  • 23-Feb – Yellen to sound less dovish than minutes - Updated Sun February 22, 2015

    Top 3 data/events • Philippines − Trade deficit expected due to poor export growth • Vietnam - Key February data likely distorted by Tet holiday • Turkey – We expect the CBRT to cut its benchmark rate 50bps • Market focus • We expect (relative...

  • 19-Jan – A cold December in China - Updated Sun January 18, 2015

    Top 3 data/events • Malaysia – Growth concerns put downward pressure on rates • Nigeria – Monetary policy rate expected to stay on hold • Turkey – CBRT will most likely keep rates unchanged • Market focus • Growth momentum remains weak in Chin...

  • Turkey – Same but different - Updated Fri December 12, 2014

    • GDP growth will likely accelerate on a more favourable external environment • Conservative fiscal policy remains the strongest credit support • Conflict in Syria could jeopardise the peace process with the Kurds ...

  • Tunisia – Transition (almost) complete - Updated Fri December 12, 2014

    • Growth is ready to pick up but dim European growth outlook might be a constraint • Reform agenda is ambitious but essential • Tunisia has so far managed its democratic transition, which should boost investor confidence ...

  • Morocco – Hard work pays off - Updated Fri December 12, 2014

    • Strong focus on non-agricultural GDP will likely be the main growth driver • Morocco has had success with bold fiscal consolidation initiatives • Inclusive growth to alleviate unemployment will be crucial ...

  • Lebanon – War economy - Updated Fri December 12, 2014

    • We see a very mild growth pick-up on a benign security scenario • Fiscal consolidation is becoming urgent • Fragile environment is undermining the political process ...

  • Iraq – Fighting back - Updated Fri December 12, 2014

    • Despite turmoil Iraq should continue to grow, albeit at a slower pace • Fiscal policy is an increasingly important potential area of risk • Politics remains Iraq’s main vulnerability ...

  • Bahrain – 2015 will be about non-oil GDP - Updated Fri December 12, 2014

    • Headline GDP growth should mostly come from the non-oil sector • Reforming fiscal policy is essential • Bahrain’s financial sector is undergoing a transformation ...

  • Algeria – Business environment deteriorates - Updated Fri December 12, 2014

    • Growth is mainly driven by the hydrocarbon sector and government spending • Improving the restrictive business environment will be key • Capital markets are abnormally small relative to the country’s size ...

  • MENA – Navigating headwinds - Updated Fri December 12, 2014

    • We expect lower oil prices to directly impact the GCC’s growth outlook • Recent oil-price decline is a reminder that government expenditure cannot rise indefinitely • Energy-subsidy reform should become a priority given reduced fiscal heardroom...



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23-Feb – Yellen to sound less dovish than...

Top 3 data/events • Philippines − Trade deficit expected due to poor export growth • Vietnam - Key February data likely distorted by Tet holiday • Turkey – We expect the CBRT to cut its benchmark rate 50bps • Market focus • We expect (relatively) hawkish testimony from Fed Chair Yellen...

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.