EmergingMarketWatch
EmergingMarketWatch

EmergingMarketWatch

Coverage: Europe/CIS, LatAm, MENA, Sub Sahara Africa, Asia
EmergingMarketWatch provides daily from-the-source macroeconomic and political coverage of over 60 emerging markets and periphery euro area countries tailored to the needs of economists, strategists, fixed income analysts and fund managers.
Location: Bulgaria

Analysts

Latest from EmergingMarketWatch

Romania: Budget gap narrowing depends more than ever on EU funds

Deficit to abruptly drop below 3% of GDP in 2024 from 4.4% in 2023, despite considerable support during energy crisis. Expenditure increase is mainly fuelled by investment spike, social measures. The budget plan is quite optimistic, considering poor....
EmergingMarketWatch Metodi
Metodi Tzanov @ EmergingMarketWatch 8 December 2022

Croatia: Ambitious budget aims to support living standards and economic growth

Government careful for 2023 budget plan not to be inflationary. 2023 budget targets seem rather ambitious given HRK 26bn energy and food prices support measures. 2023 draft budget seems somewhat implausible in view of macroeconomic forecast, target m...
EmergingMarketWatch Metodi
Metodi Tzanov @ EmergingMarketWatch 6 December 2022

Slovakia: SaS ruins government, 2023 budget unlikely to be passed

Govt likely to fall in pending no-confidence vote, meaning 2023 draft budget may not be passed by parliament on time. Even if unrealistic and inflated, 2023 draft budget envisages generous spending to help people, firms with energy prices. 2023 budge...
EmergingMarketWatch Metodi
Metodi Tzanov @ EmergingMarketWatch 5 December 2022

South Africa: Political turbulence rocks rand as markets fear Ramaphosa’s recall

NEC to meet on Thursday night to discuss Ramaphosa's potential impeachment. Ramaphosa would not be asked to step aside as long as he is not charged to appear in a court of law. We think it is likely that the NEC would close ranks behind Ramaphosa.
EmergingMarketWatch Metodi
Metodi Tzanov @ EmergingMarketWatch 1 December 2022
South Africa: Political turbulence rocks rand as markets fear Ramaphosa’s recall
South Africa: Political turbulence rocks rand as markets fear Ramaphosa’s recall

Italy: Budget 2023 seeks to avert recession by extending energy measures

Govt seeks to free up resources by overhauling citizenship income and renovation schemes introduced by M5S cabinets. Mid-term fiscal risks remain tilted to the downside as discretionary expenditure pressures will likely remain elevated. Budget 2023 m...
EmergingMarketWatch Metodi
Metodi Tzanov @ EmergingMarketWatch 29 November 2022
Italy: Budget 2023 seeks to avert recession by extending energy measures
Italy: Budget 2023 seeks to avert recession by extending energy measures

Ghana: MPC delivers another 250bps policy rate hike as inflation is yet to peak

Central bank sees strong underlying inflation pressures, risks on headline to the upside. Inflation is projected to peak in Q1/2023 and settle at around 25% at the end of next year. Upside inflation risks are substantial from proposed VAT rate hike a...
EmergingMarketWatch Metodi
Metodi Tzanov @ EmergingMarketWatch 28 November 2022