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Updated: 11 hours 46 min ago

Geo-World: Conflict & Social Unrest - October 2017 Update

November 2, 2017
The potential increase of tensions between Iran and US and the North Korean crisis are the main hot spots in the month which should be closely monitored. The political uncertainty in Spain after the Catalonian failed independence attempt took up the national and international attention too.

China | One Belt One Road – progress and prospects

November 2, 2017
The One Belt One Road (OBOR) initiative provides an overarching framework for China to achieve its economic and strategic ambitions. China’s large industrial overcapacity, surplus capital and efforts to secure resources complement the need to address infrastructure and funding constraints in OBOR countries. That said, challenges faced by OBOR initiative are significant.

China: Vulnerability sentiment extends gains in October

November 2, 2017
Our China Vulnerability Sentiment Index (CVSI) notched its fourth straight month of improvement in October, reflecting favourable policy mix, marked by accommodative fiscal policy to stabilise growth and prudent monetary and regulatory measures to curb financial fragility risks. China’s focus on quality of growth at 19th Party Congress bodes well for CVSI going forward.

U.S. | Interest Rates Chartbook. October 2017

November 1, 2017
The November FOMC meeting is not expected to deliver any policy course alteration. Financial markets will remain watchful of the statement’s tweaks on inflation wording

Mexico | Bank deposits: despite improvement in some segments, slowdown prevails

October 31, 2017
In August 2017, the nominal annual growth rate of traditional bank deposits (demand + term) was 9.9%, 1.1 percentage points lower than that observed in the previous month and 2.7 percentage points lower than the rate registered in August 2016

Mexico | Plan B: strengthen the domestic market and the rule of law

October 31, 2017
In recent days we have again seen that there is still a risk of the Trump administration's leaving the North American Free Trade Agreement (NAFTA). The exchange rate reflects this fear

Argentina: elections and reforms

October 31, 2017
The Cambiemos administration, led by President Macri, will begin its third year of office strengthened by the result of the mid-term elections last Sunday. The ruling party won 41% of the votes for national deputies and won 13 of the 24 Argentine provinces, including the city of Buenos Aires.