Craig Botham

Économiste spécialiste des Marchés émergents

Highlight

Économie

06SEPT. 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.

Economic and Strategy Viewpoint

23AOÛT 2019

2019

AOÛT

07AOÛT 2019

Économie

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.

05AOÛT 2019

Économie

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.

01AOÛT 2019

Économie

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.

JUILLET

26JUIL. 2019

Économie

A cautious cut from the Russian central bank

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

25JUIL. 2019

Asset management

Un instantané de l’économie mondiale en juillet 2019

Que reste-t-il dans la boîte à outils des banques centrales des marchés développés ? Pourquoi l’arsenal des banques centrales offre-t-il un avantage aux marchés émergents ? Aperçu de nos opinions : Prévisions de Schroders sur les taux d’intérêt.

15JUIL. 2019

Économie

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.

10JUIL. 2019

Économie

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.