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Emerging Markets Economics

Our Emerging Markets service, backed by one of the largest teams of EM economists globally, offers timely reactions to market trends and insightful analysis of key issues, such as the end of economic outperformance, impacting emerging markets as a whole.

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From timely reactions to market developments to prescient deep dives into big picture issues such as the end of economic outperformance, this overview service provides insight into the cross-cutting themes and issues affecting emerging markets as a group. Our EM overview service includes access to a number of our proprietary indicators, including our monthly gauge of capital flows.

The subscription to this service includes 3-4 publications a week, access to our online research archive and our economists, and the opportunity to attend our conferences, forums and webinars.

  • Consensus-beating forecasts from one of the largest team of EM economists in the world.
  • Access to proprietary data that reveal what’s really happening in EMs.
  • Non-consensus, big picture analysis.
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We have launched our brand new interactive Dashboard allowing you to explore all of our forecasts and key data for economies across emerging economies. 

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Our Economists Recommend

The latest key insights, in-depth analysis and thematic research collections

Our View

EM growth enters a slower phase

EM GDP growth picked up in the second half of the year but faces headwinds in 2025 from tight policy at home and challenges abroad. Our growth forecasts generally sit below the consensus. Monetary easing will continue but, outside Asia, high inflation means rate cuts will be smaller than most expect.

A shift towards trade protectionism under Trump will weigh on some economies, most notably China and Mexico, although the scale of the economic hit risks being overstated. EMs also generally look well placed to weather an environment of a stronger dollar and higher US Treasury yields.

Global economy

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Experience the value that Capital Economics can deliver. With complimentary access to our subscription services, you can explore comprehensive economic insight, data and charting tools, and attend live virtual events hosted by our economists. 

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