Emerging Markets Activity Monitor Further slowdown of EM GDP growth Our GDP Tracker suggests that EM growth softened at the end of last year and early indicators point to further weakness at the start of 2018. 26th February 2018 · 1 min read
Emerging Markets Activity Monitor EM GDP growth loses steam in Q4 Our estimates for aggregate EM GDP growth suggest it hit a five-year high over 2017 as a whole, but there are signs that growth slowed in the final quarter of last year. 30th January 2018 · 1 min read
Emerging Markets Activity Monitor EM GDP growth ends Q3 on a high Our GDP Tracker suggests that aggregate EM growth picked up to its fastest pace in just over five years in September. However, more timely data from early reporting countries suggests that growth has... 29th November 2017 · 1 min read
Emerging Markets Activity Monitor EM GDP growth at multi-year high in August Our GDP Tracker suggests that aggregate EM growth picked up to its fastest pace in four-and-a-half years in August. However, there are some early signs that EM growth will ease over the coming months. 30th October 2017 · 1 min read
Emerging Markets Activity Monitor EM growth picks up at the start of Q3 Our GDP Tracker suggests that EM growth picked up in July to its fastest pace since Q1 2014. But there are early signs that growth has since peaked in parts of the emerging world. 28th September 2017 · 1 min read
Emerging Markets Activity Monitor EM growth stable in June Our GDP Tracker suggests that EM growth was stable in June, adding to recent evidence that growth has peaked in this cycle. 30th August 2017 · 1 min read
Emerging Markets Activity Monitor EM growth likely to have nudged down a little in Q2 Our GDP Tracker suggests that EM growth picked up slightly in May, but this partly reflects a bounce from a soft April. The bigger picture is that overall EM growth looks to have nudged down a bit in... 28th July 2017 · 1 min read
Emerging Markets Activity Monitor EM growth slows at start of Q2 Our GDP Tracker suggests that EM growth softened a little in April, but in several countries this was driven by calendar effects that should reverse in May. 29th June 2017 · 1 min read
Emerging Markets Activity Monitor EMs set for soft landing Our GDP Tracker suggests that EM growth was broadly unchanged in March, but our “Early Reporters” Tracker provides the first sign that growth may have started to slow in April. We’ll monitor... 31st May 2017 · 1 min read
Emerging Markets Activity Monitor EM recovery topping out Our GDP Tracker suggests that the EM recovery has taken a breather in recent months, following early signs that growth in China has started to ease. Activity in Latin America and Emerging Europe... 27th April 2017 · 1 min read
Emerging Markets Activity Monitor EM recovery broadens beyond China Our GDP Tracker suggests that EM growth has continued to pick up in recent months and is now running at a three-year high. While China’s recovery seems to be running out of steam, Emerging Europe and... 30th March 2017 · 1 min read
Emerging Markets Activity Monitor EM growth hits three-year high, but may be about to peak Our GDP Trackers suggest that the EM world is now growing at its fastest pace in almost three years. However, with China’s economy likely to lose steam over the course of this year, this may be about... 23rd February 2017 · 1 min read
Emerging Markets Activity Monitor Signs of life in Brazil and Russia Our GDP Tracker suggests that the EM GDP growth has continued to accelerate in recent months and is now running at its fastest pace in two years. While the recovery is still being driven by China... 31st January 2017 · 1 min read
Emerging Markets Activity Monitor EM recovery grinds on Our GDP Tracker suggests that the EM recovery has continued in recent months, driven in large part by a strong rebound in China’s economy. This has a bit further to run but we think the recovery will... 29th November 2016 · 1 min read
Emerging Markets Activity Monitor EM growth accelerates on back of China pick-up Our GDP Tracker suggests that, having stalled in July, the EM recovery has since resumed. This is due in large part to a pick-up in growth in China. In contrast, the latest data from Brazil have... 28th October 2016 · 1 min read
Emerging Markets Activity Monitor A temporary pause in the EM recovery Our EM GDP Tracker suggests that, after accelerating for most of this year, EM growth was unchanged in July. We think that this pause in the EM recovery should prove to be temporary and we continue to... 30th September 2016 · 1 min read
