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Our 20 pandemic winners: Key takeaways

Tellimer Research Rahul Shah @ Tellimer Research
Rahul Shah @
Tellimer Research
20 January 2021

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Hasnain Malik 18 January 2021

20 best Emerging Market stocks through the pandemic

Rohit Kumar 18 January 2021

Commodity food prices highest for six years: EM trade winners and losers

Hasnain Malik 12 January 2021

Poland's coal confrontation with the EU fuels talk of Polexit

Vahaj Ahmed 10 January 2021
Latest articles in Europe/CIS

Russian budget: modest deficit leaves fiscal room for 2021

The Russian finance ministry reported its preliminary estimate of the federal budget deficit for 2020 at RUB4.1tr, or 3.8% GDP, which is smaller than the RUB4.6tr (4.2% of GDP) deficit we anticipated due to better-than-expected revenue collection and...
ING Think
ING Think 21 January 2021
Russian budget: modest deficit leaves fiscal room for 2021
Russian budget: modest deficit leaves fiscal room for 2021

Russia: Corporates are back to foreign debt redemption

The Bank of Russia released its first estimateof the foreign debt as of year-end 2020, which gives additional cover to the general balance of payments data we covered earlier. In 2020, the composition of the net private capital outflow from Russia ch...
ING Think
ING Think 21 January 2021
Russia: Corporates are back to foreign debt redemption
Russia: Corporates are back to foreign debt redemption

ECB: Holistically determined

As expected, the European Central Bank, left all policy instruments unchanged and its official communication was almost a verbatim copy of the December communication. Key in this decision are what the ECB calls “preserving favourable financing condit...
ING Think
ING Think 21 January 2021
ECB: Holistically determined
ECB: Holistically determined

Eurozone: Nowcast indicator up slightly in second week of January

The index rose from 92.2 to 94.1, which was the second consecutive increase. This was mainly driven by higher electricity use and NO2 emissions. That is encouraging from a manufacturing perspective as both indicators relate to industrial activity, to...
ING Think
ING Think 21 January 2021
Eurozone: Nowcast indicator up slightly in second week of January
Eurozone: Nowcast indicator up slightly in second week of January

Poland: Labour market resilient to Covid

Data from the labour market in Poland again surprised on the upside. In December, compared to November, enterprises managed to increase employment by 10k, and the month-on-month growth (0.2%) was more typical for good economic times. During recent mo...
ING Think
ING Think 21 January 2021
Poland: Labour market resilient to Covid
Poland: Labour market resilient to Covid

Norges Bank: On track towards tightening in 2022

As expected, the Norges Bank did not surprise today. Although the Bank recognises that the stricter lockdown measures are holding the recovery back, the vaccination programme should translate into growth picking up later in the year. Hence, limited n...
ING Think
ING Think 21 January 2021
Norges Bank: On track towards tightening in 2022
Norges Bank: On track towards tightening in 2022