Emerging Markets Activity Monitor EM growth sinks below 4% Our GDP Tracker suggests that EM growth has dropped below 4% y/y for the first time since the global financial crisis, and only the second time in almost 15 years. What’s more, with China’s slowdown... 1st May 2015 · 1 min read
Emerging Markets Activity Monitor EM growth stuck at post-crisis low Our GDP Tracker suggests that EM GDP growth has remained stuck at just over 4.0% y/y in recent months – a low not seen since the aftermath of the global financial crisis. However, the aggregate figure... 25th March 2015 · 1 min read
Emerging Markets Activity Monitor EM slowdown continues Our GDP Tracker suggests that aggregate EM GDP growth has dropped to just 4.0% y/y – a low not seen since the aftermath of the global financial crisis in 2009. Much of the latest slowdown appears to... 26th February 2015 · 1 min read
Emerging Markets Activity Monitor BRICs remain the EM weak spot Our GDP Tracker suggests that aggregate EM GDP expanded at a modest pace of just over 4% y/y in November as the BRIC economies continued to disappoint. Meanwhile, the latest activity figures provide... 30th January 2015 · 1 min read
Emerging Markets Activity Monitor Signs of improvement in smaller EMs Our GDP Tracker suggests that having sunk to a five-year low in August, EM growth edged up a little in September. The pick-up appears to have been driven by smaller EMs in Central Europe and Asia. In... 28th November 2014 · 1 min read
Emerging Markets Activity Monitor EM growth sinks further on BRICs weakness Our GDP Tracker suggests that EM growth slowed to a five-year low of 4.1% y/y in August, due in large part to a further downturn in the BRIC economies. Preliminary data suggest that growth may have... 30th October 2014 · 1 min read
Emerging Markets Activity Monitor GDP Trackers suggest EM growth slowing once again Our GDP Tracker suggests that EM growth has slowed once again in recent months. The latest slowdown has been concentrated in Latin America and Emerging Europe, but there are some signs that growth has... 30th September 2014 · 1 min read
Emerging Markets Activity Monitor Pick-up in Asia masks downturn in Lat. Am. and Europe Our GDP Trackers suggest that although EM growth has been broadly stable over the past few months, a significant divergence in performance has opened up between regions. Growth in Asia seems to have... 29th August 2014 · 1 min read
Emerging Markets Activity Monitor China rebound leaves other BRICs lagging behind Our GDP Tracker suggests that EM growth has accelerated a touch in recent months. Much of the pick-up has been due to a turnaround in Asia, including China. But while the outlook for China seems to... 31st July 2014 · 1 min read
Emerging Markets Activity Monitor Growth in the BRICs remains disappointing Our Tracker suggests that GDP in the emerging world, in aggregate, has expanded by around 4.5% y/y in recent months which is in line with Q1’s outturn. Some of the more open EM economies have gathered... 30th June 2014 · 1 min read
Emerging Markets Activity Monitor EM growth steady, but some bright spots Growth in the emerging world as a whole was steady at around 4.5% y/y over the first few months of the year, but there are several bright spots. Growth has picked up in some of the more open... 29th May 2014 · 1 min read
Emerging Markets Activity Monitor Recovery in Emerging Europe picks up pace, but others struggle Although growth has remained roughly unchanged across the emerging world as a whole over the past few months, there are some stark differences in performance across regions. In particular, growth in... 30th April 2014 · 1 min read
Emerging Markets Activity Monitor BRIC economies continue to underperform Growth across the emerging world appears to have remained unchanged at around 4.5% y/y at the start of this year. The recovery in Emerging Europe has faltered, but this was largely due to the weakness... 27th March 2014 · 1 min read
Emerging Markets Activity Monitor Asia slows as Emerging Europe recovers EM GDP growth has remained stable at around 4.5% y/y in recent months, but this has masked a shift in the fortunes for individual regions. Emerging Europe appears to be experiencing a relatively... 28th February 2014 · 1 min read
Emerging Markets Activity Monitor Economic fallout from market turmoil should be contained It’s too early to say with any certainty what impact the current turmoil in financial markets will have on EM growth. But while we expect the countries that have been hit hardest in recent weeks –... 30th January 2014 · 1 min read
Emerging Markets Activity Monitor EM growth levels out at start of Q4 Our GDP Tracker suggests that having accelerated in Q3, EM growth levelled out at the start of Q4. Although we wouldn’t read too much into one month’s data, this is likely to set the scene for 2014... 18th December 2013 · 1 min read
