Aggregate EM goods exports have struggled for momentum in recent months and, while there were more positive signs from some of the timely September trade data, we think that exports are likely to struggle as demand in advanced economies weakens. That said, the regional outperformers at the EM level are likely to be producers in the Middle East that benefit from higher oil prices this quarter and into 2024.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services