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International Politics The Week Ahead

The Week Ahead

Hillary Clinton nominated. Philippine State of the Nation. Peru government transitions. No Spanish government. Commerce releases data.

International Politics The Week Ahead

Weekly Risk Outlook

Peru’s president faces reality. MSCI announces redesignation. Spain readies for elections. Kenyan opposition marches. Economic Forum shows political shifts.

Asia Pacific Economics

Risks to China’s housing markets return

China’s economic and monetary policies are overheating property markets in China’s tier-one cities. Investors should be wary of the potential for asset bubbles to form in local housing markets in

Economics South and Central Asia

Risks loom for Myanmar’s Kyaukphyu Economic Zone

The end of 2015 saw a series of major announcements and decisions regarding Myanmar’s latest special economic zone (SEZ) in Kyaukphyu township of Rakhine State. In late December, Myanmar’s government

Natural resources and energy North America

Forecasts for the state of US shale oil

US shale oil transformed global energy markets over the past decade. But as the first wave of excitement over energy windfalls has passed, the grim reality has kicked in with

Politics Sub-Saharan Africa

Tanzania: Is Magufuli’s Integrity Enough?

President John Magufuli has assumed office and is beginning noteworthy efforts to transform Tanzania into a regional leader. However, deep reforms are needed if Tanzania is to continue as a

Economics North America

What to expect as the Federal Reserve decision nears

The Federal Reserve is set to raise rates for the first time in nine years this month. How could the Fed’s decision affect markets and politics as the world moves

Economics Europe

EU fiscal policy reflects broader tensions

The Eurogroup President’s proposal for an independent fiscal committee will not water down tensions between member states over fiscal policy.  Over the past 6 years, Europe has been dealing with

Europe Finance

Why the redenomination of the Belarusian Ruble matters

The announcement of the redenomination of the Belarusian Ruble, coming against the backdrop of high inflation rates, creates further potential integration of Belarusian and Russian markets. President Alexander Lukashenko announced

Asia Pacific Economics

Forecasting GDP: The fight over China’s GDP figure

Distrusting China’s official numbers but lacking credible alternatives, analysts should give less weight to GDP as an indicator of economic health and newspapers should give less weight to GDP short-term