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Research Round-up
A look at the week’s research from the IIF, including:
A surge in #globaldebt, reaching a record-high 331% of GDP ($258T) in Q1 2020
The impact of decreased #tourism on EM economies
Analysis of Chinese household balance sheets
Research Round-up A look at the week’s research from the IIF, including:
A surge in #globaldebt, reaching a record-high 331% of GDP ($258T) in Q1 2020 The impact of decreased #tourism on EM economies Analysis of Chinese household balance sheets
Frontier LatAm: COVID-19 and External Spillovers
“Frontier #LatAm countries, heavily dependent on tourism and remittances, have taken a hard hit from #COVID19,” writes @IIFPaola @CorcinoPaulino @mcastellano44.
http://ow.ly/YAKV50AA5B9
“Frontier #LatAm countries, heavily dependent on tourism and remittances, have taken a hard hit from #COVID19,” writes @IIFPaola @CorcinoPaulino @mcastellano44.
http://ow.ly/YAKV50AA5B9
Parallel Exchange Rates in the #MENA Region
@Garbis_Iradian looks at the spread between official and parallel rates in the MENA economies with large secondary market discounts, coupled with inflation forecasts.
http://ow.ly/x7Be50AA5Jw
@Garbis_Iradian looks at the spread between official and parallel rates in the MENA economies with large secondary market discounts, coupled with inflation forecasts.
http://ow.ly/x7Be50AA5Jw
Economic Views: EM External Adjustment under COVID-19
With imports contracting even more than exports in EM, research from @SergiLanauIIF & @EconChart suggests EM current account deficits will vanish.
http://ow.ly/lxh950ABh0D
With imports contracting even more than exports in EM, research from @SergiLanauIIF & @EconChart suggests EM current account deficits will vanish.
http://ow.ly/lxh950ABh0D
#China Spotlight: Household Balance Sheets and Asset Allocation
@genemaIIF & @phoebe_fengxy break down the #PBoC's recent release of data on Chinese household assets.
http://ow.ly/MN5f50AA640
@genemaIIF & @phoebe_fengxy break down the #PBoC's recent release of data on Chinese household assets.
http://ow.ly/MN5f50AA640
Macro Notes – EM Challenges: Tourism Comes to a Halt
The drastic decline in tourism this year will have a significant impact on economic activity in many emerging markets.
http://ow.ly/qdij50AA6iB
The drastic decline in tourism this year will have a significant impact on economic activity in many emerging markets.
http://ow.ly/qdij50AA6iB
GMV – #Brazil vs #Turkey in the COVID-19 Shock
Factoring BoP deterioration into the IIF valuation model, the Brazilian Real appears substantially undervalued by ~15%, while the Turkish Lira is overvalued around 10%.
http://ow.ly/nOVo50AA6vP
Factoring BoP deterioration into the IIF valuation model, the Brazilian Real appears substantially undervalued by ~15%, while the Turkish Lira is overvalued around 10%.
http://ow.ly/nOVo50AA6vP
Global Debt Monitor: Sharp Spike in Debt Ratios
#Globaldebt soared to a record high 331% of GDP ($258T) in Q1 2020, increasing more than 10%pts from Q4 2019.
http://ow.ly/JTNo50AA6F2
#Globaldebt soared to a record high 331% of GDP ($258T) in Q1 2020, increasing more than 10%pts from Q4 2019.
http://ow.ly/JTNo50AA6F2
