Economic nationalism has led to a boom in political risk analysis.
Some readers will be aware of our thoughts on China and its credit-fuelled investment bubble. But it’s not all doom-and-gloom in Asia, with India a case in point.
Although it is good news that latest GDP data has surpassed expectations, it might imply that the demonetisation policy has been a failure.
Economic and Strategy Viewpoint
This month our economists focus on the inflationary headwind to the global recovery, become cautiously more optimistic on Europe, and explain their more positive view on emerging markets.
2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.
In this month's economic infographic we look back at a tumultuous 2016 which began with inflation worries and ended with geopolitical risks in Europe and the US.