Emerging Markets Economics Chart Pack Taper tantrum fears return EM financial markets have been hit this month by the rise in US Treasury yields, which has re-ignited some concerns about a re-run of the Taper Tantrum. So far, capital outflows from EMs have been... 16th March 2021 · 11 mins read
Emerging Markets Economics Chart Pack Reasons for cautious optimism While the mood in EM financial markets has soured a little of late, from an economic standpoint, the past month has brought several positive developments. First, Q4 GDP data released so far have... 23rd February 2021 · 11 mins read
Emerging Markets Economics Chart Pack More weakness still to come for many EMs The roll-out of COVID-19 vaccines is getting underway across EMs, but in many cases progress has been slow-going. In the meantime, many countries are suffering from worsening outbreaks. New cases are... 22nd January 2021 · 11 mins read
Emerging Markets Economics Chart Pack Next year’s vaccine boost to vary across countries The race to secure and approve COVID-19 vaccines is in full swing and, while roll-out will generally be slower in EMs than in DMs, immunisation of vulnerable populations over the next year or so is a... 10th December 2020 · 11 mins read
Emerging Markets Economics Chart Pack Monetary policy to remain loose despite vaccines This month’s positive vaccine news has dramatically improved the near term global economic outlook, but it doesn’t fundamentally alter our dovish view on EM monetary policy. Many EMs have only small... 20th November 2020 · 11 mins read
Emerging Markets Economics Chart Pack Second wave to hit recovery & keep rate cuts on table Recoveries in much of the emerging world were slowing even before the renewed surge in COVID-19 cases across many parts of the globe. The economies of Central & Eastern Europe will be hit hard in Q4... 29th October 2020 · 11 mins read
Emerging Markets Economics Chart Pack Recovery now in a tougher phase After an initial burst of growth following the lifting of national lockdowns, the latest activity data and mobility indicators point to a slower pace of recovery in most EMs in recent months. This... 24th September 2020 · 12 mins read
Emerging Markets Economics Chart Pack First waves still the big concern A handful of countries in East Asia and Eastern Europe (notably Korea and Poland) are suffering from rising coronavirus cases again, but the hit to activity there resulting from precautionary consumer... 25th August 2020 · 11 mins read
Emerging Markets Economics Chart Pack Many EMs still grappling with virus outbreaks Much of Latin America, South Africa, and parts of Asia – notably India and the Philippines – are still struggling to contain their first waves of coronavirus. And while policymakers in these countries... 31st July 2020 · 11 mins read
Emerging Markets Economics Chart Pack More evidence of uneven recovery While the incoming economic data continue to point to a nascent recovery in aggregate EM activity, some countries are being left behind. Recent figures from parts of Asia (China, Korea, Vietnam and... 19th June 2020 · 11 mins read
Emerging Markets Economics Chart Pack Diverging prospects Timely data suggest that April may have been the trough for EM GDP, and activity at an aggregate level should recover – albeit slowly – in the coming months. But this is likely to mask a significant... 29th May 2020 · 11 mins read
Emerging Markets Economics Chart Pack Many EMs still have a lot of work to do The good news is that a handful of the early responders to Covid-19, including Korea, Taiwan, Vietnam and the Czech Republic, have successfully flattened their infection curves. As life starts to get... 29th April 2020 · 6 mins read
Emerging Markets Economics Chart Pack First EM GDP contraction in post-war era The real-time economic and market disruption from the coronavirus means that much of the data released during the past month offers little insight into current developments in the emerging world... 27th March 2020 · 11 mins read
Emerging Markets Economics Chart Pack The coronavirus impact: what we know so far The coronavirus is severely impacting China’s economy and the incoming data suggest that this is spilling over to other economies, particularly in Emerging Asia. Tourist arrivals to Thailand are down... 20th February 2020 · 9 mins read
Emerging Markets Economics Chart Pack China’s coronavirus and the fallout for EMs There is no longer any doubt that China’s newly-identified coronavirus will hit its GDP growth in Q1. And other parts of Asia (notably Hong Kong and Thailand) will suffer a drop in Chinese tourism... 27th January 2020 · 9 mins read
Emerging Markets Economics Chart Pack 2020 to be better than 2019 Economic growth across the emerging world has slumped this year but, with the important exception of China, recoveries should take hold in 2020. Recent interest rate cuts will keep financial... 17th December 2019 · 9 mins read
