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Latest articles in Europe
What the Continued Global Uncertainty Means for You
Global uncertainty reached unprecedented levels at the beginning of theCOVID-19 outbreak and remains elevated. What drives global uncertainty? To answer this question, we construct an index that measures the extent of “uncertainty spillovers” from ke...


Brexit and the impact of new trade ties on the UK outlook
The dust has begun to settle on the new UK-EU trade deal, where initial pre-Christmas relief has quickly given way to widespread reports of disruption. How prepared were firms for these new changes? But assuming the economy starts to get back on its...


Jobs matter more than votes: ESG pointers from Tunisia and Lebanon
Tunisia is often held up as the most progressive 'Arab Spring revolution' because of the resulting inclusive democracy. But as the current round of riots shows, jobs and security matter more than votes and political representation for many. For EM po...


20 best Emerging Market stocks through the pandemic
Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...


Bitcoin rally to drive central bank digital currency… even before the collapse
The story of James Howells is remarkable. All this institutional interest and enthusiasm for Bitcoin price appreciation means that Bitcoin, and perhaps other cryptocurrencies, are likely to have a place in the financial system now and into the future...


Poland: NBP chairman sees no rate hikes, further FX interventions possible, but no floor
Chairman Glapiński underlined that rate cuts are only warranted given a substantial deterioration in economic prospects. In the current scenario envisaged by the central bank Glapiński sees flat rates until the end of the Monetary Policy Council term...

