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Russia: Growth Model Under Pressure

We believe that the sharp slowdown in Russia's economic activity so far this year is structural and not cyclical in nature. This means that there are no easy fixes in sight, and that growth will...

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Gulf States: Key Themes For 2014

We retain a generally positive view of the Gulf Cooperation Council (GCC) states' prospects, as we head into 2014. While headline economic growth should slow, mainly because of smaller gains in...

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The Beginning Of The End For Petrocaribe?

Chronic underinvestment in Venezuela's oil sector and mounting economic challenges confronting the new government of President Nicolas Maduro, have seen the oil-rich state revisit the terms of its...

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Is The Myanmar Hype Justified?

Is the investor hype surrounding Myanmar over the past year justified? Can Myanmar’s tentative political and economic liberalisation be maintained? What is the outlook for the kyat currency? What...

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Chinese Investment In African Oil

Africa is now China’s second largest source of oil, surpassed only by the Middle East. This week we will look at how growing Chinese demand for energy is affecting African economies. Is Chinese...

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