The contraction in EM export growth deepened in October and November but should ease in the next few months as the drags from lower commodity prices and a shift in the Asian electronics cycle fade. Meanwhile, although trade deals agreed by China and Mexico with the US have lifted a cloud over the near-term outlook for their exports, they don’t fundamentally alter it.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services