Articles

Strong Indian GDP Data Belies Economic Slowdown

Country Risk / India / Mon 04 Mar, 2024

Key View

  • The economy grew by 8.4% y-o-y in Q4 2023 according to expenditure data but production data show a 6.5% rise in GDP instead.
  • We are therefore not convinced that activity picked up and are sticking to our narrative that the economy is set to slow over the coming quarters.
  • Prolonged Red Sea disruptions are a key downside risk to
Read More

Turkiye GDP: Fiscal Policy Delays Recession

Country Risk / Turkey / Thu 29 Feb, 2024

Key View

  • According to GDP data released on February 29, Turkish economic growth accelerated from 0.3% q-o-q (6.1% y-o-y) in Q3 2024 to 1.0% q-o-q (4.0% y-o-y) in Q4 2023.
  • Despite this performance – which was stronger than we had expected – we still think that Turkiye’s economy will enter recession in Q2 2024, after local elections on March
Read More
Download Indicator Summary
 

Thank you. Your download link will be emailed to you shortly.

Download Now
 

Thank you. Your download link will be emailed to you shortly.

Download Now
 

Thank you. Your download link will be emailed to you shortly.

Clearbit Form
 

Thank you. Your download link will be emailed to you shortly.