Articles

Key View: Few months onward from the imposition of tariffs on metals imported into the US, we look at the implications and impacts on various stakeholders. As trade war rhetoric between the US and China continues to escalate, uncertainty surrounding trade flows and metal prices presses on, with more negotiations and discord expected over the coming

Key View: China's footprint in the global power sector will grow substantially under the Belt and Road Initiative, as recipient countries will aim to attract Chinese investment to boost electrification levels while China seeks to export domestic power sector overcapacity. Coal will remain the core power technology export, which will lead to greater

Key View: Many of the largest or geopolitically strategic Belt and Road (BRI) markets are also subject to elevated political and economic risks that will pose challenges to project implementation and progression. We also highlight rising opposition to Chinese investment from political and public groups in several BRI markets. This will be

The multiple risks to Turkish banks that led to widespread rating downgrades in July continue to threaten their credit profiles, Fitch Ratings says in a new report. Depreciation of the Turkish lira, higher interest rates and slowing economic growth pose significant risks to banks' performance, asset quality, capitalisation, funding and liquidity

Key View:

• After a substantial cycle of monetary easing in recent years, increased upside risks to inflation will prevent the Bank of Uganda (BoU) from implementing further cuts to its policy rate over the short term.
• Robust economic growth prospects will further limit the impetus for monetary easing, as improved private consumption and ongoing

While Moroccan growth will moderately slow in 2018 and 2019, we expect it to remain above the regional average thanks to tourism and manufacturing gains.

• Morocco's real GDP growth will slow in 2018 and 2019 compared with the highs seen in 2017 but will remain above the regional average.
• Tourism and manufacturing will be the key growth drivers

• While low coffee prices will subdue overall export receipts, increased production of electricity, leather products and other agricultural goods will see export growth remain positive.
• Owing to the devaluation of the birr in October 2017, import demand is likely to be somewhat subdued given the increased price of consumer and capital goods in

This month, we look at how the continued rise in populism in emerging markets (EMs) is leading to some backtracking of reforms, following the recent, albeit widely anticipated, electoral success of populist candidates in Mexico and Turkey. Upcoming general elections in Brazil, Argentina, India and Indonesia - among others - could see policies

Key View: Robust US gas supply gains, combined with a faster rate of storage injections, will cap Henry Hub prices over H218. Increasingly efficient upstream operations will support continued output growth at low prices beyond 2020, offsetting demand growth from expanding US export capacity.

We are revising down our forecast for South Korea's real GDP growth in 2018 from 3.0% to 2.7%. This is due to weaker export growth as a result of base effects and escalating global trade tensions, as well as the weak employment outlook in the country, which will weigh on private consumption.

We are revising down our forecast for South Korea's real