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Emerging Markets To Drive Carrefour

As many emerging markets look to have bottomed out, Carrefour should benefit from a return to economic growth and consumer spending in these countries. At present, emerging markets account for around...

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Egypt-Turkey Relations To Remain Dire

Relations between Egypt and Turkey will remain tense over the coming years even as the latter tries to re-engage with former adversaries. The failed military coup in Turkey will further weaken ties...

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New Sales Data Hides Alternative Fuel Potential

The second-hand market shows that the potential for alternative fuel adoption is greater than new sales suggest. Falling prices are one of the biggest factors in ranking alternative fuel vehicles...

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Dovish EM MonPol Shift; Three Opportunities

We forecast that between now and year-end, the Hungarian and South African central banks will keep rates on hold, and the Russian central bank will cut rates by 150bps. By contrast, the markets are...

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PLN: Rebound On Its Way

The Polish zloty will strengthen in the months ahead due to sound macroeconomic fundamentals and a rising real interest rate differential with the eurozone. Investor risk aversion on the back of a...

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