Emerging Markets Economics Chart Pack Q1 GDP data confirm EM downturn Most emerging economies have made a weak start to the year. The Q1 GDP data released so far point to a slowdown in aggregate EM economic growth and early activity data for April suggest that this has... 22nd May 2015 · 1 min read
Emerging Europe Data Response Russia Retail Sales, Investment & Ind. Prod. (Apr.) Today’s raft of activity data suggests that the slump in Russia’s economy deepened further at the start of Q2. Output appears to have fallen by about 4.0% y/y in April. This should dash any remaining... 22nd May 2015 · 1 min read
Emerging Europe Chart Pack Central Europe bucks the EM slowdown The raft of preliminary first quarter GDP data showed that, in contrast to most of the emerging world, growth in Central Europe strengthened. This came on the back of easing fiscal austerity, looser... 21st May 2015 · 1 min read
Emerging Europe Chart Pack Central Europe bucks the EM slowdown The raft of preliminary first quarter GDP data showed that, in contrast to most of the emerging world, growth in Central Europe strengthened. This came on the back of easing fiscal austerity, looser... 21st May 2015 · 1 min read
Frontier Markets Wrap Low oil prices a challenge for key frontier markets Despite a recent rebound, low oil prices are posing a challenge for many frontier markets. Low oilprices were one factor that led the IMF to cut its 2015 growth forecast for Sub-Saharan Africa, andwe... 20th May 2015 · 1 min read
Emerging Europe Data Response Polish Ind. Production, Retail Sales & Construction (Apr.) The weakness of last month’s Polish industrial production and retail sales figures was disappointing, but the impact on overall GDP growth seems to have been partially offset by an improvement in the... 20th May 2015 · 1 min read
Emerging Europe Economics Update Turkish MPC underplays inflation and current account concerns The press release accompanying today’s Turkish MPC meeting, at which interest rates were left unchanged, suggests that policymakers are increasingly concerned about the inflation outlook. But we still... 20th May 2015 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Yields head lower in most markets Economic growth appears to have slowed in much of non-euro Western Europe in Q1, but maintained a solid pace in Emerging Europe, with the major exception of Russia. Russia’s troubles are also evident... 20th May 2015 · 1 min read
Emerging Europe Economics Update Ukraine’s debt restructuring: what to make of the latest moves The latest developments regarding Ukraine’s debt restructuring, including a law passed by parliament today which allows the government to renege on payments if needed, are themselves of little... 19th May 2015 · 1 min read
Emerging Markets Trade Monitor EM exports raise questions over global demand Several factors help explain why the dollar value of exports from emerging markets fell sharply in March, including lower commodity prices, the strength of the US dollar and distortions in China’s... 19th May 2015 · 1 min read
EM Markets Chart Pack How will EM corporate spreads react to higher US rates? Although underlying Treasury yields have risen since the end of March, dollar-denominated corporate bond yields have fallen in all emerging market regions, owing to a sharp fall in credit spreads. We... 15th May 2015 · 1 min read
Emerging Europe Data Response Russia GDP (Q1) The best that can be said about Q1 GDP data from Russia is that the economy has avoided outright collapse and is, instead, merely on the cusp of recession. Although financial market conditions have... 15th May 2015 · 1 min read
Emerging Europe Data Response Czech Republic & Poland GDP (Q1) First quarter GDP data from Poland and the Czech Republic add to evidence suggesting that, while most other EMs have slowed since the start of this year, those in Central Europe have strengthened. 15th May 2015 · 1 min read
Emerging Europe Data Response Poland Consumer Prices (Apr.) April’s Polish CPI data, which showed that consumer prices fell by 1.1% y/y compared with a drop of 1.5% y/y in March, should ease lingering concerns that deflation might become entrenched. But today... 14th May 2015 · 1 min read
Emerging Markets Economics Update In search of winners from China’s rebalancing While it isn’t hard to find EMs that have been hurt by the slowdown in China, identifying winners from the positive aspects of its rebalancing – such as rapid growth in household spending – has proved... 14th May 2015 · 1 min read
Emerging Markets Economics Update Emerging Market Consumer Snapshot (Q2 2015) The outlook for consumers has remained bright in large parts of the emerging world. In particular, consumption looks set to grow strongly in Central Europe and Emerging Asia over the coming months. In... 13th May 2015 · 1 min read
