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
Emerging Markets Economics Chart Pack Protests persist, but fallout will vary Ongoing protests in Chile, Hong Kong and Lebanon will weigh on their economies and financial markets, but to different degrees. While the tightening of financial conditions and strikes in Chile will... 15th November 2019 · 9 mins read
Emerging Markets Economics Chart Pack EM core inflation weakest on record The continued decline in core inflation across many emerging markets supports our view that most central banks’ easing cycles have further to run. Our measure of EM core inflation fell to 2.8% y/y... 18th October 2019 · 9 mins read
Emerging Markets Economics Chart Pack More good news than bad For all the talk of a global slowdown, the incoming data from the emerging world have been encouraging. Having bottomed out in Q2, GDP growth held steady at around 3.5% y/y at the start of Q3. EM... 20th September 2019 · 10 mins read
Emerging Markets Economics Chart Pack Currencies weaken, but EM rate cuts continue Argentina political developments sparked sharp falls in EM currencies over the past month, but this wasn’t enough to deter policymakers from continuing their easing cycle. Central bankers in Turkey... 21st August 2019 · 9 mins read
Emerging Markets Economics Chart Pack EM growth picked up in Q2 Early signs suggest that aggregate EM growth strengthened in Q2. (See Chart 1.) Our GDP trackers point to a recoveries across most of the emerging world. The rebound seems to have strongest in... 19th July 2019 · 9 mins read
