Craig Botham

Highlight

Economics

06SEP 2019

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

Economics

07AUG 2019

2019

AUGUST

01AUG 2019

Insights

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULY

26JUL 2019

Insights

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

15JUL 2019

Insights

The only way is up for China’s economy

Second quarter GDP growth may have slowed, but June’s data suggests a turning point has been reached.

10JUL 2019

Economics

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

JUNE

05JUN 2019

Economics

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

05JUN 2019

Insights

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

MAY

30MAY 2019

Insights

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.