Craig Botham

Senior Emerging Markets Economist

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Economic and Strategy Viewpoint

01OCT 2019

Economic and Strategy Viewpoint - October 2019

The latest update from the economics team discusses whether global activity is at a turning point as well as including an update on Brexit and the prospects for China’s currency.

2019

AUGUST

23AUG 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2019

In their latest forecast update, our economists downgrade their projections for global growth due to the recent escalation in the US-China trade war.

07AUG 2019

Economics

Fed rate cut spurs EMs into action

A wave of rate cuts across the emerging markets is likely, as India joins Brazil in cutting interest rates by more than expected.

05AUG 2019

Economics

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.

01AUG 2019

Economics

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

Economics

A cautious cut from the Russian central bank

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

15JUL 2019

Economics

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.