Articles

Canada’s External Position To Improve Marginally In 2024

Country Risk / Canada / Tue 05 Mar, 2024

Key View

  • We forecast that Canada’s current account deficit will narrow to a 16-year low of 0.2% of GDP in 2024, from 0.6% in 2023.
  • This improvement will largely reflect a combination of softer import demand linked to a challenging domestic economic environment and a rebound in oil production.
  • Canada’s external sector continues to pose
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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
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