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Sanusi's large shoes

Weekly investor research

24 February 2014

Lamido Sanusi takes a bow as he leaves Nigeria’s Central Bank, Argentina formally links its new CPI index to inflation-linked bonds, China shakes up currency speculators and starts SOE reform, Brazil addresses a fiscal challenge head on, and Ukraine takes a huge step forward towards a solution to its political crisis. Away from EM, the US data continues to disappoint, but still no one appears to care.

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No nonsense Nabiullina

Weekly investor research

17 December 2018

The world’s toughest central banker hikes rates again. India’s political season kicks off in style. China’s economic data is mixed, but stronger investment and financing data offer more than a glimmer...

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A closer look at EM bank lending

Weekly investor research

10 December 2018

EM is nearly 50% of global GDP, but EM countries have only issued 22% of the world’s outstanding bonds, so there is widespread recognition that EM countries are healthier than developed countries when...

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