The downward trajectory of economic growth in China was reversed in the second quarter, as real GDP grew 7.5% year on year, against growth of 7.4% the previous quarter.
On balance, India’s Finance Minister, Arun Jaitley, delivered a positive budget speech yesterday. Expectations were extremely elevated however, and markets were somewhat disappointed. Nonetheless, we think there is much to be constructive about in what was laid out.
The harsher the Asset Quality Review and Stress Test process and the greater the number of failures, the greater the probability that we see weaker banks being consumed by stronger rivals.
Scotland will hold an historic referendum that could see it end a 300-year long political and economic union with the rest of the UK. We analyse the political and economic implications for both an independent Scotland and the remaining UK.
In this month's Viewpoint:
Dovish Fed risks liquidity bubble.
Scottish independence: economic and political challenges
Indonesian elections: no swift turnaround on offer.
Views at a glance.
Schroders' economists bring forward their forecast for the first UK rate increase following latest MPC minutes.
Schroders’ Emerging Markets Economist discusses the likely impact of the World Cup for the Brazilian economy.
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