Emerging Markets Activity Monitor Brazil a weak link amid EM stabilisation Emerging market (EM) growth appears to have slowed a touch in September on the back of the deepening recession in Brazil. Even so, there are no signs of the collapse in broader EM growth that some... 24th November 2015 · 1 min read
Asia Economics Update Thailand’s tourism rebound has run its course The bombings in Bangkok in mid-August have not prevented the tourism sector from giving Thailand’s economy a big boost this year. But a repeat cannot be expected in 2016, which is one reason why GDP... 23rd November 2015 · 1 min read
Frontier Markets Wrap Frontier markets scramble as Fed hike approaches Central banks across the world’s frontier markets are preparing themselves as the US Federal Reserve finally moves toward its first rate hike in nine years. Central bankers in Angola, Ghana, Zambia... 20th November 2015 · 1 min read
Asia Economics Weekly Asia well placed to weather Fed lift-off The parts of Asia that were hardest hit during the 2013 “Taper Tantrum” have seen their current account deficits fall back, or even disappear, over the past couple of years. This should make them less... 20th November 2015 · 1 min read
Emerging Markets Economics Focus Crisis or recovery? Concerns about the outlook for emerging markets look increasingly overdone. Pockets of vulnerability exist, but in our view EM growth is more likely to recover over the next 3-6 months than it is to... 19th November 2015 · 1 min read
Emerging Markets Economics Chart Pack Commodity price slump produces mixed policy response The slump in commodity prices over the past year has meant central banks in net commodity exporting and importing countries have continued to follow different paths. Despite the hit to growth from... 19th November 2015 · 1 min read
India Economics Update Rupee to continue drifting lower The Indian rupee has weakened against the US dollar over the past month and, looking ahead, the currency could drift a little lower as the US Fed begins to tighten policy. But given the big... 19th November 2015 · 1 min read
India Economics Focus What next for India’s consumers? India’s consumer market is often the subject of frenzied interest among investors and commentators but, in recent years, growth has been held back by both cyclical and structural headwinds. In this... 18th November 2015 · 1 min read
Emerging Markets Economics Update The EM debt problem revisited The past few weeks have seen increased awareness of potential debt problems brewing in the emerging world. In general, debt burdens are lower and more manageable in most EMs than in the past. But... 17th November 2015 · 1 min read
India Economics Update Trade deficit to remain in check India’s trade deficit narrowed in October and, looking ahead, there are reasons to think that the import bill will remain in check. Given this, the overall current account position looks unlikely to... 17th November 2015 · 1 min read
Emerging Markets Economics Update Emerging Market Consumer Snapshot (Q4 2015) Lower commodity prices have continued to weigh on consumption in commodity-exporting EMs. Indeed, there are signs that even in those economies where spending had previously held up reasonably well... 17th November 2015 · 1 min read
India Data Response Wholesale Prices (Oct.) Wholesale price inflation picked up in October and, looking ahead, we think that it will rise further over the coming months as the base effects that have helped to keep down food and fuel inflation... 16th November 2015 · 1 min read
Asia Data Response Thailand GDP (Q3) Thailand's growth picked up in the third quarter, to a seasonally-adjusted 1.0% q/q from a revised 0.3% the quarter before. While the worst should now be over for Thailand’s economy, the recovery is... 16th November 2015 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor Our Capital Flows Tracker shows that EM capital outflows remained large in October, but they did at least decline from September. This should help to soothe concerns (overstated in our view) about an... 13th November 2015 · 1 min read
Asia Economics Weekly Asia’s central banks in no rush to reverse rate cuts Asia’s central banks will be in no hurry to raise interest rates next year despite the fact that inflation is likely to rise sharply over the coming months and the US Fed could just be a few weeks... 13th November 2015 · 1 min read
Asia Data Response Malaysia GDP (Q3) Malaysia’s economy slowed in Q3 against a backdrop of low commodity prices and souring consumer sentiment. With the effects of the collapse in commodity prices still working their way through the... 13th November 2015 · 1 min read
