Emerging Markets Activity Monitor EM growth hit by China lockdown and war in Ukraine Recently-released Q1 GDP figures showed that most EMs performed well at the start of this year, but headwinds are growing. Lockdowns are dealing a heavy blow to China’s economy and spillovers from the... 26th May 2022 · 2 mins read
Emerging Markets Activity Monitor Activity set to weaken as headwinds mount Many EMs have started the year on a solid footing, but challenging months lie ahead. While high inflation is likely to weigh on consumption, spillovers from lockdowns in China and the war in Ukraine... 25th April 2022 · 2 mins read
Emerging Markets Activity Monitor Clouds gathering over the near-term outlook Activity in large parts of the emerging world has rebounded following the easing of Omicron waves, but the war in Ukraine has caused the growth outlook for most EMs to worsen again. While commodity... 24th March 2022 · 2 mins read
Emerging Markets Activity Monitor Omicron risks fading, but headwinds remain Large Omicron waves have caused activity to weaken in many EMs in Q1, but the good news is that mobility appears to bounce back quickly once outbreaks subside. As a result, the economic hit is likely... 22nd February 2022 · 2 mins read
Emerging Markets Activity Monitor EM recovery holding up pre-Omicron The latest activity figures suggest that the EM recovery held up reasonably well at the end of last year, although China’s economy was struggling for momentum. While Omicron virus waves are likely to... 27th January 2022 · 2 mins read
Emerging Markets Activity Monitor Uneven recoveries across EMs The recovery from the crisis over the course of this year has been uneven, with strong retail spending and industrial output setting the stage for a sharp rebound in the likes of Chile, Colombia and... 15th December 2021 · 3 mins read
Emerging Markets Activity Monitor EM recoveries enter a more difficult phase Persistent supply shortages, fading reopening boosts and tighter financial conditions all pose headwinds to recoveries in Emerging Europe and Latin America over the coming quarters, while cooling... 25th November 2021 · 2 mins read
Emerging Markets Activity Monitor EM recovery faces mounting headwinds After what appears to have been a strong Q3, we expect recoveries in many EMs to enter a slower phase as re-opening boosts fade and goods shortages bite. 26th October 2021 · 2 mins read
Emerging Markets Activity Monitor A strong Q3 for LatAm, weakness in much of Asia The latest data suggest that GDP growth in much of Emerging Asia slowed markedly in Q3, and that the recovery in Emerging Europe lost a bit of steam. Latin American economies generally strengthened... 27th September 2021 · 2 mins read
Emerging Markets Activity Monitor Em. Europe & Lat Am leading the recovery in Q3 Most economies in Emerging Europe and Latin America look set for a strong third quarter and, while the near-term outlook for Southeast Asian economies remains challenging, high-frequency mobility... 25th August 2021 · 3 mins read
Emerging Markets Activity Monitor Clouds over Asia, bright spots in EM Europe & Lat Am While the pandemic continues to hold back recoveries in Southeast Asia, the near-term outlook appears brighter in Emerging Europe and Latin America. However, low vaccine coverage in the latter means... 30th July 2021 · 2 mins read
Emerging Markets Activity Monitor A strong Q2 in Central Europe, weakness in India The latest data suggest that the Central European and some Asian economies will probably post strong GDP growth in Q2, but virus outbreaks have weighed on recoveries in India and parts of Latin... 22nd June 2021 · 2 mins read
Emerging Markets Activity Monitor EM recovery losing momentum in Q2 High-frequency data suggest that economies in Emerging Europe and parts of Latin America are over the worst of their latest virus outbreaks, but the worrying surge in virus cases in some Asian... 27th May 2021 · 2 mins read
Emerging Markets Activity Monitor Recoveries in many EMs taking a step back in Q2 The economic data for Q1 across many EMs look reasonably strong, but the latest COVID-19 outbreaks and the reintroduction of containment measures in some countries will weigh on underlying growth in... 30th April 2021 · 3 mins read
Emerging Markets Activity Monitor Headwinds to the recovery start to build The economic data out of the emerging world for Q1 look reasonably strong, but worsening COVID-19 outbreaks and a shift towards policy tightening are creating headwinds for some EMs. Activity in... 31st March 2021 · 3 mins read
Emerging Markets Activity Monitor Improving outlook, but recovery will still be weak The outlook for emerging markets has improved in recent weeks, but we still expect a relatively slow and bumpy economic recovery over the next 12-18 months. 24th February 2021 · 3 mins read
