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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 ticked up in Q3 but is likely to fall short of expectations over the coming quarters as stimulus in China disappoints and still-tight monetary policy takes it toll. For most EMs, a universal 10% tariff on US imports – our working assumption for Trump’s second term – will reduce GDP growth by 0.2-0.4%; a rounding adjustment. Helping to cushion the blow, we think EM currencies will weaken against the dollar next year, by 5% on average. The hit to GDP in China and Mexico – and the extent of their currency falls – will be larger.

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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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