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Economics and Markets

US-China Trade, Global Protests, Cybersecurity Will Dominate Risks in 2020 – BlackRock

US-China trade tensions, global protests and cybersecurity are amongst the top three geopolitical risks to face markets in 2020, according to BlackRock.

20 Jan 2020

Tepid Macro Backdrop To Weigh on South African Banks in 2020 – UBS

Despite a relatively positive outlook for EM banking sectors loan growth in 2020, a troubling macro backdrop will continue to weigh on the sector in South Africa throughout 2020, according to a recent report from UBS.

17 Jan 2020

Brazil, India, Indonesia and China to Drive EM Bank Loans in 2020

UBS analysts predict a strong rebound in credit impulse for EM lenders, with earnings forecast to rise to their highest levels since 2012.

16 Jan 2020

World’s Largest Economies Enjoy Falling Unemployment as Wage Growth Stagnates

Brazil was the only country to buck the trend, after seeing a substantial rise in unemployment over the past five years.

16 Jan 2020

Does the World Still Need Banks?

Economic and business environments are conspiring to prompt some uncomfortable questions for financial institutions. One such question is – does the world still need banks? Rising competitiveness in the financial sector, persistently low interest rates, technological innovation, and a rapidly changing banking sector are just some of the key developments in the UAE of late where the financial…

15 Jan 2020

Islamic Finance to Grow at Slow Rate in 2020 – S&P Global

The Islamic finance industry is set to grow at a rate of around 5% in 2020, due to weak conditions in economic conditions in the industry’s core markets, according to S&P Global’s ‘Islamic Finance Outlook 2020’. The report also notes three drivers - the rise of FinTech, ESG sukuk, and standardisation - could fuel the industry.

15 Jan 2020

West African Economic and Monetary Union Countries Lead Africa on Growth Amidst Broader Slump

Growth among West African Economic and Monetary Union (WAEMU) countries is expected to hold steady at 6.4% in 2020, according to World Bank figures, while growth prospects in some of the continent’s largest economies remain mixed.

15 Jan 2020

Middle East Tensions Concerning, but Lower Short-Term Conflict Risks – Ashmore

Concerns that the assassination of the Iranian general Qassem Soleimani may spark an escalation between the US and Iran have abated following the underwhelming Iranian response. Tensions linger, but in the short-term the prospect of conflict has subsided, according to a note from Ashmore.

14 Jan 2020

HSBC LatAm Global Banking Head: Sustainability Key for Resilience

While Latin American markets faced a series of domestic and global pressures throughout much of 2019, this year could see a number of those factors ease – creating new opportunities for capital allocators and fundraisers across the region and asset classes, Katia Bouazza, HSBC’s Head of Global Banking for the Latin America Region, tells Bonds & Loans in a wide-ranging interview on the outlook for…

14 Jan 2020

Kenyan Economic Growth Slowed in 2019 – Cytonn

Last year saw Kenyan economic growth slow, largely due to underperformance in the agricultural, transport and electricity sectors, according to the Cytonn Annual Markets Review.

13 Jan 2020

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