The past 12 months have seen marked divergence in growth across emerging markets economies, as well as the start of easing cycles among some of their central banks. How much will these trends continue into 2024?
Economists from across our Emerging Markets teams held an online briefing all about the issues that are expected to dominate markets in the coming year – and the ones that we think aren’t getting enough attention.
During the session, the team answered client questions about the EM economic and market outlook, addressing key issues, including:
- Why EM business cycles will continue to diverge;
- How investors should think about EM monetary policy;
- What a busy year for EM elections will mean for economic and financial market outcomes.
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