Emerging Markets Trade Monitor Falling commodity prices douse the EM export recovery The recent modest recovery in EM exports stalled in October as global growth lost some momentum and sharp falls in commodity prices added to difficulties facing commodity exporters. More timely data... 10th December 2014 · 1 min read
Emerging Markets Trade Monitor Fragile EM export recovery facing more headwinds EM export growth picked up in September, continuing the sluggish recovery seen since the start of this year. However, the improvement remains concentrated in a handful of EMs, with commodity producers... 12th November 2014 · 1 min read
Emerging Markets Trade Monitor EMs struggle to follow China’s lead Although EM export growth slowed in August, the general trend since the middle of the year has been one of improvement and more timely figures suggest that the recovery resumed last month. However, a... 14th October 2014 · 1 min read
Emerging Markets Trade Monitor EM exports pick up, but commodity producers lag behind EM export growth picked up in July, continuing the trend seen over the previous four months, and more timely data suggest that it strengthened further last month. However, there is a growing... 9th September 2014 · 1 min read
Emerging Markets Trade Monitor EM exports strengthen on Asia rebound Emerging market exports rose at their fastest pace in over a year in June and more timely data suggest that export growth may have strengthened further last month. This improvement has been driven by... 11th August 2014 · 1 min read
Emerging Markets Trade Monitor EM export growth picks up, but reasons for caution Emerging Market export growth strengthened a little in May and may have accelerated further last month. Even so, the latest country-level trade figures have fallen short of expectations, and suggest... 10th July 2014 · 1 min read
Emerging Markets Trade Monitor EM exports strengthen a touch, manufacturers outperform Emerging Market (EM) export growth picked up a little in April and the rebound in Chinese exports last month suggests that it has since strengthened further. In aggregate, EM export growth is still... 9th June 2014 · 1 min read
Emerging Markets Trade Monitor Weakness of EM exports not just a result of China distortions Emerging market (EM) exports continued to fall in March. Admittedly, this can in part be explained by distortions in the Chinese data, which appear to have persisted in April too. However, the bigger... 8th May 2014 · 1 min read
Emerging Markets Trade Monitor EM export growth still sluggish EM-wide exports fell in February and, while this may be due in part to distortions in the Chinese data, the bigger picture is that EM export growth has been sluggish for the past two years. There are... 10th April 2014 · 1 min read
Emerging Markets Trade Monitor Manufacturers outperforming Export growth was more or less flat at an EM-wide level in January, but there’s a growing divergence at a country level, with highly-open manufacturing economies in Central Europe and East Asia... 10th March 2014 · 1 min read
Emerging Markets Trade Monitor EM exports picking up, but recovery uneven Surprisingly strong export growth from China last month has raised hopes of a broader recovery in EM exports. However, the country level data suggest that export performances are highly uneven, with... 12th February 2014 · 1 min read
Emerging Markets Trade Monitor "Fragile five" trade balances improving EM export growth continued to gather pace in November and forward-looking indicators suggest that the recovery has further to run. There are signs that the trade balances of the “fragile five” EMs... 7th January 2014 · 1 min read
Emerging Markets Trade Monitor WTO agreement unlikely to be a game changer The EM export recovery continued in October, led mainly by net commodity importers. Various indiciators point to gradually improving export conditions, suggesting further gains in the months ahead... 13th December 2013 · 1 min read
Emerging Markets Trade Monitor Commodity exporters lag behind in EM export recovery We wouldn't read too much into the slowdown in EM export growth in September. The monthly data are volatile and there are already signs that exports rebounded in October. Nonetheless, EM export growth... 14th November 2013 · 1 min read
Emerging Markets Trade Monitor Continued recovery in EM trade The most recent Emerging Market (EM) trade data show that export growth maintained its upward trend in August. Forward-looking indicators point to further gains over the year ahead. 11th October 2013 · 1 min read
Emerging Markets Trade Monitor Signs of improvement in EM trade data The most recent Emerging Market (EM) trade data show that export growth accelerated in July. What’s more, on the basis of the latest leading indicators, a further improvement in EM exports looks... 18th September 2013 · 1 min read
