Economic Policy Analysis

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Economic Analysis - Few Signs Of Overheating, But Risks Rising - DEC 2017

Despite above-trend economic growth, tight labour markets and ongoing loose monetary policy, overheating risks remain broadly contained in emerging Europe. While inflation and wages are rising quickly across the region, generally speaking external imbalances are not emerging, while private and public debt levels remain modest. That said, idiosyncratic risks are apparent in individual markets...

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Economic Analysis - Fiscal And Monetary Tightening To Hit GCC Growth - DEC 2015

The six economies of the GCC are set to face tighter fiscal and monetary conditions from 2016 onwards. A downward drag on economic growth is inevitable. That said, the Gulf's large financial buffers, still-solid growth drivers in most countries, and efforts to attract greater private investment will help to mitigate the impact of the oil price slump.

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Regional Overview - Picking The Outperformers: UAE, Iran And Egypt - NOV 2015

Even as most Emerging Markets face rising headwinds and the Middle East struggles with its own political and security concerns, we highlight three bright spots where we are relatively optimistic on the growth prospects - Iran, Egypt and the UAE. The former two will see a sharp uptick in economic activity, driven by investment and exports, while the latter will weather the storm of lower oil...

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