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Thematic (Sector/Industry)

International Consolidated Airlines Group (IAG LN)

International Consolidated Airlines Group

<ul>
<li>Russia: Recent study estimates that unreported activity accounts for about 20% of GDP. Moscow could use this lost tax revenue.</li>
<li>Singapore: MAS qtrly survey of professional forecasters estimates 2019 GDP growth at 2.5% for this year, down from median estimate of 2.7% in the September survey.</li>
<li>South Africa: Morgan Stanley is calling for outperformance by South African economy and stocks in the coming months.  Focus on Healthcare and Retail Names)</li>
<li>India: Modi’s government is accused of politicizing economic data government in a growing debate over the credibility of India’s official growth estimates.</li>
</ul>


Russia: Recent study estimates that unreported activity accounts for about 20% of GDP. Moscow could use this lost tax revenue.
Singapore: MAS qtrly survey of professional forecasters estimates 2019 GDP growth at 2.5% for this year, down from median estimate of 2.7% in the September survey.
South Africa: Morgan Stanley is calling for outperformance by South African economy and stocks in the coming months.  Focus on Healthcare and Retail Names)
India: Modi’s government is accused of politicizing economic data government in a growing debate over the credibility of India’s official growth estimates.


RRG Weekly - Is Modi Government Cooking the Books? Brexit Risks Rise. South Africa Could Surprise