Articles

Key View: The CEE region is going through a shift surrounding consumer payment methods, encouraged by the rise of e-commerce, technological innovation and a tech-savvy population. The region has seen growth in the range of payment options available, such as mobile wallets and instant bank transfers. Platforms, like the Polish e-commerce company

Key View

• Brazil's medical devices market will grow at a mid single-digits from 2023 to 2028, driven by increased healthcare budget allocations. 
• New regulations will accelerate device approvals in Brazil, supporting the long-term growth of the market. 
• The US will remain Brazil’s most dominant medical device trade partner due to strong trade relations

Key View

• We have kept our forecasts for the Polish end-2024 policy rate unchanged at 5.75% after the National Bank of Poland (NBP) meeting on June 5.
• Ongoing concerns about fiscal policy changes and elevated core inflation will prompt caution by the Monetary Policy Council for the remainder of the year.
• We expect the NBP to begin easing in Q224 as

Key View

• In this article, we consider ‘wild card’ or unexpected developments that could affect our core view that the UK’s main opposition Labour party will form a government after the July 4 election. 
• Both the Conservatives and Labour will see intense scrutiny on the campaign trail, which could lead to notable gaffes or a scandal coming to light.
• Th

The Latest: On April 12 2024, the Italy-based airline ITA Airways launched nonstop flight services between US and Italy. Flights will operate six times a week from O’Hare International Airport in Chicago to Rome-Leonardo da Vinci Fiumicino (FCO) International Airport in Rome. ITA Airways new flight route will allow the company to expand its flight

Key View

• In line with expectations, the European Central Bank (ECB) lowered its deposit rate from 4.00% to 3.75% during its June 6 policy meeting. 
• We expect that the ECB will keep the deposit rate unchanged in its next policy decision on July 18, and forecast that it will cut it by only a further 50 basis points to 3.25% by the end of 2024. 
• We

Key View 

• We expect Ukraine to record current account deficits in 2024 (-6.5% of GDP) and 2025 (-5.7%).
• Our forecasts suggest deeper current account deficits relative to 2023 (-5.3%) due to changes in the structure of US aid which narrow the secondary income surplus. 
• Long-term concessional lending from international partners will continue to offset

Key View

• We have reduced our forecasts for Kuwait's real GDP growth from 1.0% to 0.7% for 2024 and from 4.5% to 2.7% for 2025 after the OPEC+ decision to extend production cuts and only gradually start bringing oil back to the market from September 2024 onwards. 
• Slower oil production growth will reduce Kuwait’s exports, given that oil accounts for

Key View

• The Port of Maputo in Mozambique is on track to strengthen its role as a pivotal logistics hub in Southern Africa, driven by the MPDC'S strategic investment of USD600mn to enhance terminal facilities by 2026. This initiative is part of a more expansive USD2bn investment plan aimed at broadening the port's capacity and infrastructure by 2058