Emerging Markets Economic Outlook Recovery to grind on Economies across the emerging world have strengthened so far this year and we expect further improvements in the months ahead. But growth is likely to peak in 2017 at rates far below the averages of... 6th October 2016 · 1 min read
Emerging Markets Economic Outlook EM pick-up to prove short-lived EM growth is likely to accelerate over the second half of this year, but a downward shift in potential growth means the recovery could hit the buffers in 2017-18. 7th July 2016 · 1 min read
Emerging Markets Economic Outlook Panic ebbs but outlook still subdued The sense of panic about emerging economies that gripped financial markets at the start of this year has eased. This is justified. There are few signs that the emerging world is on the brink of a... 5th April 2016 · 1 min read
Emerging Markets Economic Outlook Crisis or recovery: what next for emerging economies? Many parts of the emerging world are facing a tough year in 2016. But the outlook is not as uniformly bleak as many assume and some important emerging economies could spring positive surprises. 11th January 2016 · 1 min read
Emerging Markets Economic Outlook One extreme to the other Having been too optimistic on the outlook for the emerging world over much of the past five years, the consensus has now shifted too far in the other direction. Economic and financial vulnerabilities... 7th October 2015 · 1 min read
Emerging Markets Economic Outlook Still stuck in a rut The slowdown in EM growth should bottom out over the second half of this year, but we don’t foresee a significant rebound in 2016-17. 14th July 2015 · 1 min read
Emerging Markets Economic Outlook In the footsteps of the Fed? The recent run of poor data from around the emerging world is likely to set the tone for the rest of this year. Brazil’s struggles look set to continue, Russia is likely to slip deeper into recession... 2nd April 2015 · 1 min read
Emerging Markets Economic Outlook The Good, the Bad and the Ugly: EMs in an era of low oil prices The sharp fall in oil prices will provide a welcome boost to growth in the majority of emerging economies in 2015, but at the cost of slower growth in much of the Middle East and deepening crises in a... 9th January 2015 · 1 min read
Emerging Markets Economic Outlook Investors face up to “new norm” for EM growth Investors have started to face up to the prospect that previous hopes of a significant rebound in EM growth are likely to be disappointed. But while the new normal for EM growth is going to be much... 1st October 2014 · 1 min read
Emerging Markets Economic Outlook Crisis fears fade but rebound remains elusive Fears of an EM-wide crisis have receded and the outlook for smaller EM manufacturers is brightening. But structural problems will continue to hold back the largest emerging economies even if, as seems... 3rd July 2014 · 1 min read
Emerging Markets Economic Outlook Focus shifts to home-grown vulnerabilities Concerns about the impact on emerging economies of tapering by the US Fed have taken a back seat as investors have begun to focus on issues closer to home. The worst fears about a “hard landing” in... 3rd April 2014 · 1 min read
Emerging Markets Economic Outlook The elusive recovery Fears about the impact of Fed tapering on Ems have eased in recent months, but the economic data have remained weak. Indeed, our GDP Tracker suggests that growth remains stuck at a four-year low... 10th January 2014 · 1 min read
Emerging Markets Economic Outlook Weak growth but no crisis Financial markets have awakened to the vulnerabilities in the emerging world. These are real and will weigh on growth in the years ahead. But we believe that the doomsayers will be proved wrong – an... 8th October 2013 · 1 min read
Emerging Markets Economic Outlook The turning tide - life after QE Emerging economies are much better positioned than in the past to withstand policy tightening by the Fed and few are at risk of an immediate crisis. Nonetheless, we are entering a new era for emerging... 8th July 2013 · 1 min read
Emerging Markets Economic Outlook Recovery falters The latest data suggest that the EM recovery may already be running into headwinds. With policy set to remain loose in most economies, EM growth is probably not about to slow again and will far... 10th April 2013 · 1 min read
Emerging Markets Economic Outlook Crumbling BRICs The economic outlook for the emerging world has brightened with most regions on course for a pick-up in growth in early 2013. But expectations for a rapid and sustained rebound are likely to be... 8th January 2013 · 1 min read
