Craig Botham

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Экономика

05ИЮН 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.

Экономическая и стратегическая точки зрения

31МАЙ 2019

Экономика

30МАЙ 2019

2019

МАЙ

03МАЙ 2019

Экономика

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.

01МАЙ 2019

Экономическая и стратегическая точки зрения

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.

АПРЕЛЬ

17АПР 2019

Экономика

China defies the gloom

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

16АПР 2019

Экономика

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

11АПР 2019

Экономика

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.

МАРТ

29МАР 2019

Экономическая и стратегическая точки зрения

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.

18МАР 2019

Экономика

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.