Craig Botham

Senior Emerging Markets Economist

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Economics

07AUG 2019

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.

Economics

05AUG 2019

2019

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.

JUNE

28JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.

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.

MAY

31MAY 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - June 2019

This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.

30MAY 2019

Economics

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.