India Economics Update Finance ministry’s revenue assumptions look too optimistic Finance Minister Arun Jaitley’s budget on Monday was well received, with targets for further reductions in the deficit left unchanged and projected spending in key areas ramped up. But the plans are... 2nd March 2016 · 1 min read
Emerging Markets Economics Update Manufacturing PMI surveys fall across EMs The fall in February’s manufacturing PMI surveys across emerging markets serves as a reminder that, while the worst for the industrial sectors in most EMs is probably behind us, conditions remain... 1st March 2016 · 1 min read
India Data Response Manufacturing PMI (Feb.) India's manufacturing PMI remained unchanged at a low level in February. The big picture is that local industry continues to face significant structural constraints. 1st March 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Feb.) Emerging Asia’s PMIs fell back in February, offering no signs that the woes of the region’s manufacturing sectors are over. 1st March 2016 · 1 min read
Asia Economics Update Asian markets mixed, Indonesia top performer After a rocky start to the year, Asian markets have settled down over the last month as investors have pushed back their expectations for the next rate hike in the US and oil prices stabilised. 29th February 2016 · 1 min read
Emerging Markets Activity Monitor EM growth stable but subdued Our GDP Trackers suggest that aggregate EM growth was stable at the end of last year as a dip in Emerging Asia was offset by signs of recovery in Emerging Europe . The improvement in Emerging Europe... 26th February 2016 · 1 min read
Asia Economics Weekly Improving outlook in Indonesia, but problems persist Indonesia’s economy now looks to be past the worst, but the government will need to make further progress on reform if growth is to break above 5% over the next couple of years. We don’t think it is... 26th February 2016 · 1 min read
India Economics Update Land laws to remain an economic constraint With markets and commentators focused on what will be unveiled in the FY16/17 budget on Monday, prospects for the rest of the current session of parliament have slipped under the radar. One of the... 26th February 2016 · 1 min read
Asia Chart Pack Philippines presidential election: runners and riders Political campaigning in the Philippines ahead of presidential elections due on 9 th May is now well underway. Grace Poe, an independent candidate and adopted daughter of Fernando Poe, a defeated... 26th February 2016 · 1 min read
Emerging Europe Economics Update Price pressures from currency slumps set to fade Sharp falls in currencies pushed up inflation in Emerging Europe and Latin America last year. The impact in Emerging Europe has already started to unwind and we expect the same in Latin America before... 25th February 2016 · 1 min read
Commodities Update Will poor harvests in India drive wheat prices higher? Lower Indian wheat harvests this marketing year and next are likely to lead to output falling short of consumption in the world’s second-largest producer. But abundant stocks in the country mean that... 25th February 2016 · 1 min read
Global Markets Focus Which EM equity markets are set to shine? Time will tell if the recent rebound in emerging market (EM) equities was a turning point, but we remain cautiously optimistic that they will outperform those in the developed world in 2016/17. 24th February 2016 · 1 min read
Frontier Markets Wrap Ukraine’s political crisis re-escalates Political tensions have once again come to the fore in Ukraine, putting the country’s IMF programme at risk. Although the government survived a no confidence vote, the ruling coalition has fallen... 24th February 2016 · 1 min read
Emerging Markets Economics Chart Pack Growing divergences among EMs Aggregate EM growth has continued to disappoint in recent months with signs of a renewed (albeit small) deceleration in the latest data. Perhaps more important though is the widening divergence in... 24th February 2016 · 1 min read
Asia Data Response Singapore GDP (Q4 Revised) Today’s revised estimate of Singapore’s fourth quarter GDP confirmed that the economy ended last year strongly. However, it will face headwinds in 2016. While we think export conditions will improve... 24th February 2016 · 1 min read
Emerging Markets Economics Update What next for EMs? Over the past week we have published a four-part series analysing the key issues that will shape the outlook for emerging markets. In this Update , we summarise the main messages. 23rd February 2016 · 1 min read
