Emerging Markets Economics Chart Pack EM rate cutting cycle nearing an end So far in July, more EM central banks have hiked interest rates than have cut rates – the first time this has happened since December last year. We expect to see further policy rate cuts in a few more... 22nd July 2015 · 1 min read
Emerging Markets Economics Chart Pack EMs can weather Fed lift-off – problems could come later With a Fed rate hike sometime this year now widely anticipated, we suspect that any volatility in EM markets when the Fed finally raises rates should prove short-lived. The much bigger risk for... 23rd June 2015 · 1 min read
Emerging Markets Economics Chart Pack Q1 GDP data confirm EM downturn Most emerging economies have made a weak start to the year. The Q1 GDP data released so far point to a slowdown in aggregate EM economic growth and early activity data for April suggest that this has... 22nd May 2015 · 1 min read
Emerging Markets Economics Chart Pack EM growth sinks as BRICs woes deepen EM growth appears to have sunk to a post-crisis low of around 4% y/y in the first quarter of this year, driven in large part by a deepening downturn in the BRICs. China has grabbed most of the... 23rd April 2015 · 1 min read
Emerging Markets Economics Chart Pack Post-FOMC relief proves short-lived The rally in EM currencies following the conclusion of yesterday’s FOMC meeting has proved to be short-lived, with markets seemingly focussing on the fact that the Fed has paved the way for a June... 19th March 2015 · 1 min read
Emerging Markets Economics Chart Pack Regional inflation heading in opposite directions Inflation across the emerging world has been heading in different directions in recent months. In Latin America and Emerging Europe it has risen, led by increases in regulated prices in Brazil and the... 19th February 2015 · 1 min read
Emerging Markets Economics Chart Pack EM central banks shift to easing mode Having been in tightening mode at the end of 2014, a number of EM central banks have surprised markets by loosening monetary policy since the start of the year, with policymakers in Romania, India... 16th January 2015 · 1 min read
Emerging Markets Economics Chart Pack 2015 shaping up to be another lacklustre year The turmoil in Russia and broader weakness in EM financial markets has brought a subdued end to the year. For 2014 as a whole, the latest data point to aggregate GDP growth of less than 5% for the... 16th December 2014 · 1 min read
Emerging Markets Economics Chart Pack Lower commodity prices bring mixed news for EMs Recent falls in commodity prices have left some emerging market (EM) economies in a tailspin. The S&P GSCI, an index of commodity prices, has fallen by more than 20% since its June peak, largely due... 20th November 2014 · 1 min read
Emerging Markets Economics Chart Pack EM industry still struggling Industrial production (IP) growth in the emerging world is very weak. In aggregate terms, EM output grew by just 2.0% y/y in August – the slowest rate of growth since the global financial crisis. The... 10th October 2014 · 1 min read
Emerging Markets Economics Chart Pack EM currencies suffer further loses Emerging market (EM) currencies have had a rough ride recently, adding to what was already shaping up to be a poor year. Our synthetic EM exchange rate index is down by 1.5% against the dollar in the... 16th September 2014 · 1 min read
Emerging Markets Economics Chart Pack Emerging Asia pulls ahead Growth in the emerging world has remained stuck at around 4.5% y/y in recent months, but the aggregate number masks a recent divergence in regional performance. Growth has slowed in Latin America and... 21st August 2014 · 1 min read
Emerging Markets Economics Chart Pack Signs of stabilisation in the BRIC economies Growth in the emerging world’s largest economies, the BRICs, appears to have stabilised afterslowing at the start of the year. The official data from China show GDP growthedging up in Q2 on the back... 17th July 2014 · 1 min read
Emerging Markets Economics Chart Pack EMs take heart as Fed sticks to taper plan Financial conditions across the emerging world have eased in recent months, as continued policy support from central banks in the developed world has supported risk appetite. This in turn has reduced... 19th June 2014 · 1 min read
Emerging Markets Economics Chart Pack EM growth stuck in the slow lane Having shown signs of picking up towards the end of last year, growth across the emerging world seems to have slowed once again in recent months. The latest slowdown has been due to several factors... 16th May 2014 · 1 min read
Emerging Markets Economics Chart Pack Ukraine crisis having limited impact on EMs The crisis in Ukraine has so far had only a small impact on most emerging markets. Although EM equities have fallen in recent days as the crisis has intensified, they have still risen over the past... 17th April 2014 · 1 min read
