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Macro Analysis / Global

IMF World Economic Outlook: Looking beyond the pandemic for emerging markets

In its latest World Economic Outlook, the IMF predicts the global economy to experience a 4.4% contraction in 2020 (+0.8ppt vs its June estimates) and a partial rebound to 5.2% growth in 2021 (-0.2ppt). Asia (-1.7% in 2020; +8.0% in 2021) faces a mor...
ING Think
ING Think 15 October 2020
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
Macro Analysis / India

Reserve Bank of India leaves rates on hold but boosts liquidity

The Reserve Bank of India decided to leave its key policy interest rates – the repo rate and reverse repo rate - unchanged at 4.00% and 3.35% respectively. The limit was increased from 19.5% of net demand and time liabilities (NDTL) in September for...
ING Think
ING Think 9 October 2020
Reserve Bank of India leaves rates on hold but boosts liquidity
Reserve Bank of India leaves rates on hold but boosts liquidity
Macro Analysis / Global

Finding the Right Policy Mix to Safeguard our Climate

Unaddressed, climate change will entail a potentially catastrophic human and economic toll, but it’s not too late to change course. The costs and benefits of different policies are determined by how they exploit these distinct channels. In line with...
International Monetary Fund
IMF Blog 7 October 2020
Finding the Right Policy Mix to Safeguard our Climate
Finding the Right Policy Mix to Safeguard our Climate
Macro Analysis / Global

Debate ignored by markets

In the end, I did watch the Presidential debate. In the view of most I have read, this didn't succeed. The usual pre-payrolls data dominate the G-7 calendar, starting today with the manufacturing ISM index. Much the same can be said of Japan's 3Q20 T...
ING Think
ING Think 30 September 2020
Debate ignored by markets
Debate ignored by markets
Macro Analysis / Global

TV party tonight

And not the usual sort of week off we take these days, where you can't really decide if you are at work or not, and keep looking at emails and taking work-related calls. The default position for stocks is probably higher, but maybe not much higher, a...
ING Think
ING Think 28 September 2020
TV party tonight
TV party tonight
Flash Report / Global

Why TikTok is so coveted... and the alternatives for investors

President Trump announced on Saturday that he has approved Oracle's bid for TikTok's US operation. The deal requires Beijing's approval, as as well other regulatory and shareholder clearances. ByteDance, TikTok's parent, has been valued at US$140bn b...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 21 September 2020
Why TikTok is so coveted... and the alternatives for investors
Why TikTok is so coveted... and the alternatives for investors