Emerging Markets Economic Outlook EM pick-up to prove short-lived EM growth is likely to accelerate over the second half of this year, but a downward shift in potential growth means the recovery could hit the buffers in 2017-18. 7th July 2016 · 1 min read
Middle East & North Africa Economics Update Will Egypt turn to the IMF? Rumours have circulated again that Egypt is seeking a deal with the IMF and, as we argue in this Watch, an agreement is now looking more likely than at any point in the past five years. A financing... 5th July 2016 · 1 min read
Middle East & North Africa Data Response Saudi Arabia GDP (Q1) Data released over the weekend, showing that Saudi GDP growth slowed in Q1 (particularly in the non-oil private sector), highlights the impact that fiscal austerity is already having on the economy... 4th July 2016 · 1 min read
Emerging Markets Economics Update EM PMI weakens in June, but some good news The fall in the aggregate EM manufacturing PMI in June suggests that growth probably weakened at the end of Q2. But there was some rare positive news from a handful of EM economies that have been... 1st July 2016 · 1 min read
Frontier Markets Wrap Easing cycles have further to run in several frontier markets The past month has brought aggressive monetary easing in a handful of frontier markets, and we think others will follow suit over the rest of this year. Cuts in policy interest rates this month in... 30th June 2016 · 1 min read
Middle East & North Africa Chart Pack MENA countries go calling to the IMF The return of several countries to the IMF for financial support over the past month underlines the severity of long-standing balance of payments problems in parts of the region. In Jordan and Tunisia... 30th June 2016 · 1 min read
Middle East & North Africa Chart Pack MENA countries go calling to the IMF The return of several countries to the IMF for financial support over the past month underlines the severity of long-standing balance of payments problems in parts of the region. In Jordan and Tunisia... 30th June 2016 · 1 min read
Middle East & North Africa Economic Outlook MENA region set for weakest growth since the 1980s This year looks set to be the toughest for the economies of the Middle East and North Africa in almost three decades. The Gulf countries will continue to tighten fiscal policy in response to low oil... 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
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
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
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
Middle East & North Africa Economics Update Egyptian markets suffer amid balance of payments concerns Egyptian financial markets have been hit in the past month amid ongoing concerns over the country’s balance of payments position. Equities have fallen, spreads on dollar bonds have widened and... 22nd 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
Emerging Markets Economics Update Emerging Market Consumer Snapshot (Q2 2016) Consumer spending in the emerging world finally looks to have turned a corner, thanks mainly to the bottoming-out of consumer recessions in Russia and Brazil. Spending in Central and Eastern Europe... 21st June 2016 · 1 min read
Middle East & North Africa Economics Update Saudi economy stagnates as austerity takes its toll Our GDP Tracker suggests that tighter fiscal policy is taking a heavier toll on the economy than even we had anticipated. We will revisit our forecasts soon, but the short point is that expectations... 21st June 2016 · 1 min read
