Macroeconomics

Emerging Europe is expected to continue to experience sluggish growth in H1 2013 (H1 denotes the first half of the year) due to the spillover effect of the Eurozone crisis. Investor confidence will remain low. As per the European Union’s prescription, governments are to exercise stringent fiscal measures in order to limit budget deficits. This wi...

The BRICS countries showed signs of slowing down in the latter half of 2012, and could continue into 2013. Brazil’s business environment is likely to be strong in 2013. Russia’s dual pricing is putting pressure on the economy, but the reduction of import tariffs on drugs and medical devices could boost its healthcare sector. The Indian Governme...

Manufacturing competitiveness in the United States is expected to improve in 2013. Due to the shale gas and shale oil revolution and a subsequent decline in natural gas prices, the US could regain its competitive advantage in 2013. The outlook for the chemicals industry for 2013 is bullish; it is expected to serve as a major driver of economic grow...

The political instability of North Africa is largely affecting investor sentiments. Also, economic challenges such as growing unemployment and a huge fiscal deficit have lowered expectations of economic growth in the region. Due to the fluctuations in international oil prices and the decline in export demand for manufactured goods, Middle Eastern c...

In Asia-Pacific (APAC), emerging countries are likely to experience better export growth in early 2013 than the developed countries here. Due to a higher level of liquidity and domestic savings rate, Indonesia, Malaysia, and Vietnam will probably maintain steady economic growth in H1 2013. Increasing per capita income, high investment in infrastruc...

Countries in Emerging Europe are dependent on their developed counterparts in the region for export demand and investment. Investment flows to emerging European countries remain volatile and most of them have fiscal impediments to growth. Energy production is expected to increase in Poland and Hungary, and investment is expected to increase in the ...

The GET-IT will enable clients to make strategic decisions on how to drive growth in emerging markets. Quantitative analysis will be updated every quarter to keep clients up to date with the highly dynamic global economy. Emerging Middle East and Africa (MEA) is an economic mixed bag. Nigeria suffers from inequality and supply bottlenecks; however,...

In emerging Asia Pacific (APAC), countries have been relatively insulated against the negative impact of the global downturn in 2012. Most countries in the region may see steady growth in the coming quarter, but economic linkages between countries and regions lead to spillover effects. As a result, business planning and ensuring new investments thr...

Traditionally Brazil, Russia, India, China, and South Africa (BRICS), have shown strong economic growth, but in 2013 growth may not be equally favourable to each of these countries. China will remain the powerhouse and show slowing, but sustained high growth for the year. India has also remained strong, however, various infrastructure bottlenecks a...