Articles

Laos’s Growth Outlook Brightens But Challenges Persist

Country Risk / Laos / Fri 07 Jun, 2024

Key View 

  • We have revised up our 2024 real GDP growth forecast for Laos to 4.0%, from 3.5% previously to reflect stronger-than-expected growth of 3.7% in 2023.
  • We expect a continued improvement in services exports and a brighter investment outlook to support growth.
  • On the downside, ongoing inflationary pressures and a sustained weakness in the
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UK Election: Wild Cards To Watch Out For

Country Risk / United Kingdom / Thu 06 Jun, 2024

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
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Polish Central Bank Retains Hawkish Tone Signalling Stable Rates

Country Risk / Poland / Thu 06 Jun, 2024

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
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