Emerging Markets Economics Chart Pack Gloss comes off the EM recovery Events over the past month suggested that the Emerging Market (EM) recovery might not be as strong and stable as some seem to think. Economic data for the end of last year pointed to slightly softer... 27th February 2018 · 1 min read
Emerging Markets Economics Chart Pack EM markets off to a flyer, despite softer economic data EM financial markets have made a flying start to 2018, with most equity markets up by 4-6% since the start of the year and most currencies up by 2-3% against the US dollar. However, the incoming... 19th January 2018 · 1 min read
Emerging Markets Economics Chart Pack A strong 2017 – but 2018 will be more challenging Our GDP Tracker suggests that the emerging world is on course to grow by just over 4.5% in 2017 – it’s fastest pace of expansion in six years. The pick-up has been broad-based, with growth in Emerging... 18th December 2017 · 1 min read
Emerging Markets Economics Chart Pack More to EM rebound than trade The latest data continue to show a broad acceleration in GDP growth across most of the emerging world. A common thread has been a pick-up in exports, with volumes growth now up on the start of the... 22nd November 2017 · 1 min read
Emerging Markets Economics Chart Pack Politics drive latest moves in EM currencies In an otherwise quiet month for EM markets, the sharp falls in the Mexican peso and Turkish lira have stood out. In each case, the triggers have been different – the 7% fall in the peso against the... 20th October 2017 · 1 min read
Emerging Markets Economics Chart Pack EM recovery continues at the start of Q3 The latest activity data from EMs suggest that the economic recovery continued at the start of Q3. Consumer spending has continued to pick up across most regions, while both industrial production and... 13th September 2017 · 1 min read
Emerging Markets Economics Chart Pack Most EM central banks in easing mode Despite the focus in advanced economies on the timing of monetary policy tightening, the majority of EMs remain in easing mode. More EM central banks cut their policy interest rates than raised them... 22nd August 2017 · 1 min read
Emerging Markets Economics Chart Pack EM consumers bouncing back EM retail sales growth picked up for a third consecutive month in May and is now running at a 12-month high. What’s more, the improvement has been widespread across different EM regions. In Russia and... 24th July 2017 · 1 min read
Emerging Markets Economics Chart Pack Steady as she goes The latest economic data from across the emerging world have been mixed but our EM GDP Tracker suggests that growth has levelled off at around 4% y/y. While China’s growth has now passed its peak... 16th June 2017 · 1 min read
Emerging Markets Economics Chart Pack Trend still towards looser monetary policy The overall trend in EMs has remained towards looser monetary policy in recent months, with more EM central banks cutting interest rates than hiking them. But significant divergences exist at a... 19th May 2017 · 1 min read
Emerging Markets Economics Chart Pack Politics dominates the headlines but market impact limited The escalation of political risks has dominated the headlines in EMs in recent weeks, but the fallout in financial markets has been surprisingly small. Equities in Russia and South Korea initially... 20th April 2017 · 1 min read
Emerging Markets Economics Chart Pack Key EM central banks set to loosen policy despite Fed hike The Fed’s decision to raise interest rates this week has created ripples rather than waves among EM central banks. Policymakers in China and Turkey followed by tightening policy too, but this was as... 17th March 2017 · 1 min read
Emerging Markets Economics Chart Pack One year on from the oil slump Emerging market inflation and export growth jumped in January, although this had more do with base effects than a marked strengthening of underlying demand or price pressures. The year-on-year growth... 17th February 2017 · 1 min read
Emerging Markets Economics Chart Pack EM central banks unfazed by strong dollar There is no evidence that concerns about rising US interest rates and a strong dollar are forcing EM central banks to tighten policy – indeed, our diffusion index shows that more EM central banks have... 25th January 2017 · 1 min read
Emerging Markets Economics Chart Pack EM recovery dependent on China The EM world is now growing at its fastest pace in nearly two years. According to our GDP tracker, EM GDP growth in October reached 3.5% y/y, which is the strongest since January 2015. China has been... 21st December 2016 · 1 min read
Emerging Markets Economics Chart Pack EM markets stabilise after post-Trump sell-off Financial markets across the emerging world have stabilised following an initial sell-off in the wake of Donald Trump’s victory in the US presidential election earlier this month. This partly reflects... 22nd November 2016 · 1 min read
