Emerging Europe Economics Update Post-Brexit sell-off unlikely to push up inflation in the EM world The sell-off in the majority of EM currencies in the wake of the Brexit vote is unlikely to have a significant impact on inflation in most of the emerging world. That said, it is likely to cause... 29th June 2016 · 1 min read
Emerging Markets Economics Update Post-Brexit EM market moves likely to be driven by Fed & China EM financial markets are often hit hard during bouts of investor risk aversion, but most have come through the past few days in reasonable shape. Looking ahead, EMs are more likely to face acute sell... 29th June 2016 · 1 min read
India Economics Update Further FDI reform will prove harder to implement Measures announced last week to further ease restrictions on foreign direct investment into India should help at the margins to build on one of the main policy successes of the Modi government so far... 29th June 2016 · 1 min read
Emerging Markets Activity Monitor EM recovery continues Our GDP Tracker suggests that EM growth picked up for the third consecutive month in April, helped by an improvement in activity in Latin America and Emerging Europe. 28th June 2016 · 1 min read
Asia Chart Pack What to make of Korea’s stimulus package? The Korean government today announced plans for a fiscal stimulus package worth about 20trn won (equivalent to 1.3% of GDP) in response to growing headwinds facing the economy. The decision follows... 28th June 2016 · 1 min read
Asia Data Response Vietnam GDP (Q2) Vietnam’s economy is currently being held back by a drought which has hit the agricultural sector hard. However, medium-term prospects remain good and we expect growth to rebound soon. 28th June 2016 · 1 min read
India Economics Update Who will succeed Governor Rajan at the RBI? Following the announcement earlier this month from Reserve Bank of India (RBI) Governor Raghuram Rajan that he will be stepping down at the end of his first term in September, speculation has been... 27th June 2016 · 1 min read
Emerging Markets Economics Update Brexit, EMs and some common questions There are already some signs that following the initial shock of the Brexit vote, financial markets in EMs are starting to stabilise. In this Update, we outline four common questions that we have been... 24th June 2016 · 1 min read
Asia Economics Update Sri Lanka steady for now but raising rates soon With its currency flat today amid broader EM volatility and its governor on the way out, the central bank in Sri Lanka (CBSL) has decided to keep policy rates unchanged. But credit growth is soaring... 24th June 2016 · 1 min read
Emerging Markets Economics Update Brexit vote rattles EMs The vote by the UK to leave the EU is already creating a flight to safety, with financial markets in EMs that have deeper and more liquid markets (Mexico), large current account deficits (South Africa... 24th June 2016 · 1 min read
Asia Economics Update Asian economies and markets should shrug off Brexit With the region’s trade ties to the UK relatively weak, the direct economic implications for Emerging Asia of the UK’s vote to leave the EU should be small. Equities and currencies have weakened, but... 24th June 2016 · 1 min read
Asia Economics Weekly What will the Philippines look like under Duterte? Rodrigo Duterte, who will become the next president of the Philippines on 30 th June, will take over an economy in good health. We believe the foundations are in place for growth to remain strong, but... 24th June 2016 · 1 min read
Emerging Markets Financial Risk Monitor Financial risks continue to build in China A continued build-up of private sector debt in China is increasing financial risks. We don’t expect the sharp rise in credit to cause imminent problems, but we are concerned about sustainability in... 23rd June 2016 · 1 min read
Asia Economics Update Philippines: interest rates to remain low for some time yet With the economy growing strongly but inflationary pressures under control, today’s decision by the central bank in the Philippines (BSP) to keep its main policy rate on hold at 3.0% came as no... 23rd June 2016 · 1 min read
Emerging Markets Economics Chart Pack EM growth starting to turn a corner EM growth has shown some signs of life in recent months. GDP data for Q1 showed a rise in aggregate growth for the first time since 2013 and our GDP Tracker suggests that the improvement continued in... 22nd June 2016 · 1 min read
