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Expert analysis on trends, outlooks, and scenarios in your market and industry.
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States’ importance in total government CAPEX has grown in the past decade India’s large and complex […]
We maintain our view of further currency devaluation after the presidential election and more severe inflation […]
The recent uptick in gas prices highlights FrontierView’s expectations that multinationals will continue to experience structurally […]
The recovery of purchasing power will be slow amid an environment of sticky inflation and high […]
Markets respond favorably to results, but a number of potential hurdles remain The Law and Justice […]
The West’s greater engagement with Central Asia will have a limited impact in the near term, […]
With the election of Daniel Noboa, Ecuador selects another center-right president, easing fears of a resurgence […]
A hit to consumer demand will slow inflation in 2024, while policy intervention will help limit […]
Given the increasing macroeconomic misalignments, we maintain our view of a further currency devaluation after the […]
Household spending will continue to lean toward services rather than goods Holiday travel has made a […]
Access will boost HUF and improve confidence, but the bulk of funding will remain on hold […]
Major loss of civilian life and a pending re-invasion of Gaza have radically altered the risk […]
Tensions between Hamas and Israeli forces spiral to their highest level in many decades, risking regional […]
Several risks to global food supply have the potential to keep prices high Food inflation poses […]
For 2024, the main risks continue to be around the under-execution of investment projects and discretionary […]