Craig Botham

Senior Emerging Markets Economist

Highlight

Economics

05JUN 2019

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.

Economic and Strategy Viewpoint

31MAY 2019

2019

MAY

03MAY 2019

Economics

Why Turkey and Argentina do not pose a contagion risk to other emerging markets

Craig Botham explains why the economic travails of Argentina and Turkey are unlikely to spill over and impact sentiment in other emerging markets in the near term.

01MAY 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - May 2019

This month we consider the prospect of a "melt-up" in markets, as well as stockpiling in the UK and the economic difficulties facing Turkey and Argentina.

APRIL

17APR 2019

Economics

China defies the gloom

Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.

16APR 2019

Economics

Why policy reform is the key to China's demographic challenge

Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth

11APR 2019

Economics

Indian elections: does Modi matter?

Craig Botham previews India’s general election, which starts today, and assesses the past five years under Prime Minister Modi.

MARCH

29MAR 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - April 2019

In this month's Viewpoint, we consider the outlook for US profits, the ECB's interest rate policy and the upcoming elections in India.

18MAR 2019

Economics

Does it matter if China gets old before it gets rich?

Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth.