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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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Beijing Terror Attack: Implications

The Chinese authorities have described a deadly car crash in Tiananmen Square on October 28 as a 'planned, organised, premeditated, violent terrorist attack'. The incident involved a sports utility...

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Turkey At 90

Today, October 29, 2013, marks the 90th anniversary of the establishment of Turkey as a republic. Rather than reflect on the past, we will consider the country's future. The future of Turkey is of...

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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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US Congressional Deal: Key Implications

After 16 days of government shutdown, US political leaders have reached a deal to end the fiscal and debt stalemate in Washington. The deal will fund the government through to January 15, 2014, and...

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