Emerging Markets Trade Monitor EM export decline easing off The rate at which EM exports are declining slowed markedly in February. Rising commodity prices and a rebound in China should boost exports later this year. 15th April 2016 · 1 min read
Emerging Markets Trade Monitor EM trade fears overdone The latest trade figures have reignited fears about the health of emerging markets. But while EM trade growth has slowed in recent years, we see little reason for alarm. 15th March 2016 · 1 min read
Emerging Markets Trade Monitor Worst should be over for EM exports The value of EM exports dropped by more than a trillion dollars last year but the pace of contraction eased in Q4. We expect further improvements in 2016 as global demand strengthens. 19th February 2016 · 1 min read
Emerging Markets Trade Monitor Drop in EM exports still likely to ease this year EM exports continued to perform poorly at the tail-end of last year, but we think that the pace of contraction should at least ease over the course of 2016. 15th January 2016 · 1 min read
Emerging Markets Trade Monitor Contraction in EM exports to ease in 2016 EM export revenues are on track to fall by a trillion dollars (equivalent to about 3.5% of EM GDP) this year compared to 2014. Although exports are set to remain weak in 2016, we expect the pace of... 10th December 2015 · 1 min read
Emerging Markets Trade Monitor Drag on EM exports from commodity collapse should ease soon EM exports remained weak in September as the drag from lower commodity prices continued to take its toll, even in countries which are not major commodity exporters. However, as this drag fades and... 12th November 2015 · 1 min read
Emerging Markets Trade Monitor EM exports show signs of bottoming out EM exports continued to fall sharply in August, but the early data for September provide some hope that the worst may now be over. The year-on-year pace of contraction in export values is likely to... 15th October 2015 · 1 min read
Emerging Markets Trade Monitor Fresh commodity price weakness weighs on EM exports EM exports fell sharply in July on the back of the renewed drop in global commodity prices. And the early data suggest that things are unlikely to have improved last month either. 11th September 2015 · 1 min read
Emerging Markets Trade Monitor June improvement in EM exports likely to be short-lived The slight improvement in EM export growth in June is unlikely to mark a turning point, given the fresh drop in commodity prices since the start of July. Indeed, judging by the data already released... 12th August 2015 · 1 min read
Emerging Markets Trade Monitor EM exports nearing a trough Exports from emerging markets continued to be dragged down in May by the impact of low commodity prices and the strength of the US dollar. But as these effects start to unwind over the second half of... 21st July 2015 · 1 min read
Emerging Markets Trade Monitor Weak EM exports keep concerns over global demand alive Most of the weakness in emerging market exports in recent months can be pinned on the impact of lower commodity prices and the strength of the US dollar. But there are lingering concerns surrounding... 18th June 2015 · 1 min read
Emerging Markets Trade Monitor EM exports raise questions over global demand Several factors help explain why the dollar value of exports from emerging markets fell sharply in March, including lower commodity prices, the strength of the US dollar and distortions in China’s... 19th May 2015 · 1 min read
Emerging Markets Trade Monitor EM export performance remains dire Although EM exports contracted less sharply in February, the improvement was almost entirely down to a surge in China’s exports, which have been distorted by shifts in the timing of Chinese New Year... 16th April 2015 · 1 min read
Emerging Markets Trade Monitor EM export downturn deepens The value of EM exports fell at the sharpest rate in more than five years in January. The timing of Chinese New Year was partly to blame, and an improvement is almost guaranteed in February, given the... 12th March 2015 · 1 min read
Emerging Markets Trade Monitor Split in EM export performance is widening The value of EM exports continued to fall in annual terms in December, with oil producers faring especially poorly. The early signs are that Asia's manufacturing-oriented economies will report weak... 12th February 2015 · 1 min read
Emerging Markets Trade Monitor Oil exporters feel the squeeze The value of EM exports fell in annual terms for the first time in almost a year in November as the slide in oil prices dragged on exports from energy producing EMs. The further slump in oil prices... 15th January 2015 · 1 min read
