Mexico

Mexico’s New President Must Tackle Inequality

The new president of Mexico has a unique opportunity to turn a period of relative economic stability for the country into a more prolonged prosperity that is more widely shared…

November 19, 2018 Pedro Nicolaci da Costa

Emerging Markets: What To Watch This Week

South Africa reports September money and credit data Monday. Both are expected to slow from August. Third quarter unemployment will be…

10.29.2018 Emerging Market Views

NAFTA 2.0: A Rewrite That Doesn’t Ease Tensions

The revised NAFTA deal relieves uncertainty for Canada and avoids a possible Mexican barrier to ratification. But what does it…

10.04.2018 Eric Winograd

Mexico’s Energy Reform: Some Clues On Obrador

When soon-to-be former President Enrique Peña Nieto announced his government’s energy reform before Mexico’s congress in December 2013 he proclaimed,…

09.26.2018 Indranil Ghosh

Auto Tariffs And Potential Havoc On The Global Economy

From steel to engines to whole cars, tariffs are shifting the playing field for automakers. Our credit analysis suggests there…

09.10.2018 Douglas J. Peebles

Mexican Election Brings Energy, Trade Into Focus

President-elect eyes expansion of refining capacity and gas production. Andrés Manuel López Obrador decisively won the Mexican presidential election on July…

08.15.2018 Dawn Kissi

Trump’s Trade ‘Spats’ Risking A Global Currency War

Donald Trump’s multi-front trade disputes are gradually turning into something that could be even more damaging to the global economy:…

08.03.2018 Pedro Nicolaci da Costa

The Next 12 Months For Global Investors

Emerging market opportunities for global investors in 2018.

04.02.2018 Steve Brice

Latin America’s Week Ahead

A view on what to watch across Latin American markets this week. Chile: The central bank’s survey of expectations for March…

03.12.2018 Emerging Market Views

NAFTA: Key Risks For Mexico As Negotiations Continue

Uncertainty about the future of the North American Free Trade Agreement (NAFTA) continues to cloud the outlook for Mexico, the…

02.27.2018 Dawn Kissi

Global Economy Still Strengthening, Emerging Markets Will Perform Well “Broadly”

Elections across Latin America, the Asian economy and general risk aversion for global investors. 2018 has a lot in store…

02.12.2018 Dawn Kissi

Emerging Markets In 2018: Six Signs To Watch

Following a largely successful 2017, emerging markets could very well continue making strong economic progress in 2018. This year, it’s evident the…

01.29.2018 Abdul A. Erumban

NAFTA: Negotiations Ongoing, Risks Remain

NAFTA, the 23-year old trade pact between the US, Mexico and Canada, remains on the negotiating table at the direction…

01.08.2018 Dawn Kissi

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BRICS

News

EC World REIT Shows Unique Aspects Of US-China Trade War

Leslie Shaffer
China

China Investment: A New Era of Access

Margaret Harwood-Jones
Africa

Signs Of Progress Not Enough To Dispel Downside Concerns For MENA, Sub-Saharan Africa Regions In 2019

Brai Odion-Esene
News

A Closer Look At Chinese Equities

Stuart Rae
China

China’s Belt & Road Aspirations Press On Amid US Trade Disputes

Kelvin Lau

MINT

Nigeria

Nigeria’s Delayed Election: Losses Could Top Billions

Lolade Akinmurele
News

EC World REIT Shows Unique Aspects Of US-China Trade War

Leslie Shaffer
Nigeria

Nigeria: More Questions Than Answers As Election Day Nears

Brai Odion-Esene
Nigeria

Nigeria’s Biggest Risks In 2019

Lolade Akinmurele
Nigeria

Nigeria In 2019: The Investment Banking View

Lolade Akinmurele

FRONTIER

Emerging Markets

Transforming Emerging Economies With Sovereign Development Funds

Indranil Ghosh
ASEAN

Tackling The Challenges Ahead Across The ASEAN Region

Ishtiaq Pasha Mahmood
News

Geopolitical Considerations Ahead Of December OPEC Meeting

Brai Odion-Esene
Frontier Markets

OPINION: Trump Moving US Towards “Frontier” Market Status

Pedro Nicolaci da Costa
Markets

Fed Rate Hikes And The Impact On Gulf Economies

Brai Odion-Esene