SOE reforms are a key feature in the Chinese government's 13th Five-Year Plan, and we are seeing signs of increasing commitment to undertake gradual reforms, which are likely to be positive for the...
While consensus has moved to price in monetary easing for South Africa and Nigeria, we maintain our view that monetary policy will remain on hold in these countries in the coming quarters. Meanwhil...
Governments across the Middle East and North Africa will face a massive demographic challenge as a large, rapidly growing young population enter the workforce over the coming decade and beyond. Fai...
BMI Vs Consensus: Above Consensus On Inflation In Central Europe