Emerging Europe Chart Pack Re-opening boost fades as supply disruptions mount Economies across Emerging Europe enjoyed a rapid rebound in Q2, but all the signs suggest that the recovery has come off the boil in Q3. Surveys of sentiment in services sectors have started to... 29th September 2021 · 15 mins read
Emerging Europe Data Response Economic Sentiment Indicators (Sep.) The continued fall in the EC’s Economic Sentiment Indicators for September provides further evidence that the regional recovery in Central and Eastern Europe has slowed in Q3 as supply disruptions... 29th September 2021 · 2 mins read
Emerging Europe Economics Weekly Czech the exception as rate hikes slow, Russia sanctions Central banks have started to slow tightening cycles in recent weeks and, in Turkey’s case, begin cutting interest rates. As inflation pressures ease, this pattern is likely to continue. But the Czech... 24th September 2021 · 6 mins read
Non-Euro Europe Commercial Property Outlook Emerging Europe: Industrial loses crown after 2021 Our forecast for the economic recovery to maintain its momentum in H2 bodes well for occupier and investment activity. But while we think industrial rental growth will pick up, we still expect office... 24th September 2021 · 19 mins read
Emerging Markets Economics Update Lat Am leads the EM tightening cycle Several EM central banks have raised interest rates in the past couple of months on the back of growing inflation concerns (including many in Latin America) and/or strong economic recoveries (parts of... 23rd September 2021 · 3 mins read
Emerging Markets Economics Chart Pack Debt risks come back to the fore Problems at Evergrande in China have dominated the headlines recently, but (sovereign) debt risks are brewing in other EMs too. Concerns about higher government spending and rising public debt levels... 21st September 2021 · 9 mins read
Global Markets Update Falling oil prices unlikely to stop EMEA equity gains Despite the fall in oil prices that we expect over the coming years, we forecast the MSCI Emerging Markets (EM) EMEA Index to make further gains and continue to outperform the broader MSCI EM Index. 17th September 2021 · 4 mins read
Emerging Markets Economics Focus The pandemic and EM scarring risks The pandemic is likely to inflict lasting damage on potential growth in economies in much of Latin America, Africa and South and Southeast Asia, adding to the structural headwinds that they already... 9th September 2021 · 17 mins read
Emerging Europe Economics Update CEE: income growth to drive the consumer recovery We estimate that households in Poland, Czechia and Hungary have accumulated “excess” savings worth 4% of GDP so far during the pandemic and this stockpile looks set to grow further in the coming... 8th September 2021 · 4 mins read
Emerging Markets Economics Update EM manufacturing recovery comes off the boil The EM manufacturing PMIs for August suggest that virus disruptions and supply chain constraints held back output in much of Emerging Asia. Manufacturing slowed in most other EMs too, although there... 1st September 2021 · 2 mins read
Emerging Europe Data Response Manufacturing PMIs (August) The PMIs for August suggest that manufacturing conditions have softened in Q3 as output and new orders fell further from their recent highs. More than anything, it looks like conditions are... 1st September 2021 · 2 mins read
EM Markets Chart Pack China’s growth slowdown may hold back EM equities We think slower growth in China will continue to weigh on the country’s stock market, as well as those of some other emerging markets (EMs). 27th August 2021 · 8 mins read
Emerging Europe Chart Pack Inflation pressures mount as activity rebounds Recoveries across Emerging Europe accelerated in Q2 as the easing of virus restrictions pushed GDP to, or above, pre-pandemic levels in most countries and we think this momentum will continue in Q3... 26th August 2021 · 16 mins read
Emerging Europe Economics Update Will supply constraints hold back the recovery in CEE? Intermediate goods shortages and pandemic-related supply constraints across Central and Eastern Europe (CEE) are not going to disappear overnight and may hold back the pace of recovery in certain... 25th August 2021 · 4 mins read
Non-Euro Europe Commercial Property Chart Pack Emerging Europe: Retail rental falls still on the cards In line with the economic recovery, there were growing signs that property markets have turned a corner in Q2. All-property rents rose on the quarter, while the all-property yield dipped on the back... 24th August 2021 · 6 mins read
Emerging Europe Data Response Central & Eastern Europe GDP (Q2 2021) The Q2 GDP data for Central and Eastern Europe revealed that the regional recovery gathered pace last quarter as economies reopened following virus waves in Q1. We expect the recovery to remain strong... 17th August 2021 · 3 mins read
