Research

Research

Ukraine Economy: Baby steps in the right direction. May 2016 31 may 2016 The Ukrainian economy continues to tread firmly along the recovery path, even though 1Q16 GDP growth underwhelmed expectations. We see the 2H being substantially more positive, on the... more
Ukraine Economy: The painful adjustment continues 22 may 2016 Recent macro stats releases show the Ukrainian economy has been hit harder than expected by the war, its related effects and broad structural adjustments. GDP contracted 17.6% yoy in... more
Investable Ukraine. Q1 2016 13 april 2016 Ironically, while Ukraine's political landscape remains chaotic and uncertain as parties are deadlocked over a new coalition and government, the economy is passing a turning point.... more
Ukraine Economy: Persuasive signs of recovering growth. March 2016 29 march 2016 Last week brought convincing statistical evidence that the economy is back on a path to recovery. Industrial production has proven a hugely positive surprise – output grew an impressive... more
Ukraine Politics: Coalition Games 23 february 2016 Ukraine avoids elections for now, but the coalition's fate hangs in the balance. The Yatseniuk government has survived a non-confidence vote, but opponents are crying foul and claiming... more
Georgia Macroeconomic Review. February 2016 11 february 2016 The Georgian economy started 2016 sluggishly and with above-target inflation, a direct result of shocks imported from regional economies. While the regional jitters are negatively affecting... more

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