Emerging Markets Economics Focus Are Emerging Markets about to take off? Our Emerging Market GDP trackers suggest that growth across the emerging world has picked in recent months. We expect a further acceleration over the first half of this year, but sustaining the... 7th February 2013 · 1 min read
Emerging Europe Economics Update Markets rally as euro-zone fears recede This is the first edition of our new monthly Emerging Europe Markets Monitor. The purpose of this publication is to analyse the developments in local markets over the past month and give an update on... 7th February 2013 · 1 min read
Emerging Europe Economics Update Door hasn't closed on looser policy in Czech and Poland Policymakers in both Poland and the Czech Republic are becoming more optimistic about the economic outlook. But even so, we still expect a further cut in Polish interest rates next month. And while... 6th February 2013 · 1 min read
Emerging Markets Economics Update EM consumers go their separate ways Strong employment growth, coupled with favourable credit dynamics, should ensure that consumer spending continues to outperform in Emerging Asia over the coming years. By contrast, consumption looks... 6th February 2013 · 1 min read
Emerging Europe Economics Update Russia: pick-up in inflation rules out near-term rate cuts Russian inflation picked up to its fastest rate since late 2011 in January, giving the Central Bank a strong argument to withstand pressure from the government to start easing policy in the face of... 5th February 2013 · 1 min read
Emerging Markets Economics Update Major EM regions all now reporting stronger growth The ongoing recovery in emerging world manufacturing looks increasingly broad based. The PMIs for Latin America and Emerging Asia have risen rapidly since mid-2012 and the latest figures point to a... 5th February 2013 · 1 min read
Emerging Europe Economics Update Euro-zone risks ease but banks remain fragile The continued improvement in sentiment towards the euro-zone has simultaneously eased external funding conditions for Emerging Europe’s banks and reduced the threat of financial contagion from the... 4th February 2013 · 1 min read
Emerging Europe Economics Update PMIs show first signs of green shoots The latest batch of manufacturing PMI data from Emerging Europe provide the first signs that the region’s economy is turning around. However, for now at least, the recovery appears to be concentrated... 1st February 2013 · 1 min read
Europe Commercial Property Update How concerning for property is the Russian economic slowdown? The Russian economy cooled at the end of 2012, as we had expected, and growth is likely to remain lacklustre this year. However, although there are signs that the slowdown may be affecting the office... 1st February 2013 · 1 min read
Emerging Europe Economics Update Inflation looks to have bottomed out Having dropped to a near-three-year low, EM inflation looks to have now bottomed out. Inflation is likely to rise further in the near term due to strengthening demandside pressures and increases in... 1st February 2013 · 1 min read
Emerging Europe Economics Update Russia: solid 2012 growth masks second half slowdown Preliminary data showing that Russia grew by a solid 3.4% in 2012 masks the fact that the economy slowed fairly sharply over the course of the year and is now growing by around 2% y/y. The recent... 31st January 2013 · 1 min read
Emerging Markets Economics Update EM recovery continues Our EM GDP Tracker suggests that the emerging market recovery is strengthening and that growth accelerated in the final months of last year. Asia and Latin America are still leading the recovery, but... 31st January 2013 · 1 min read
Emerging Europe Chart Pack Sentiment picks up but growth still weak The outlook for Emerging Europe has brightened considerably at the start of the year. Equities have rallied while the latest survey data from key euro-zone export markets have picked up markedly... 30th January 2013 · 1 min read
Emerging Europe Economics Update Hungary's easing cycle on shaky foundations Hungary’s external vulnerabilities mean that the scope for further interest rate cuts will depend on the forint holding up. The bigger picture, however, is that even if policy is eased further... 29th January 2013 · 1 min read
Emerging Europe Economics Update Slump in Polish growth strengthens case for further stimulus Preliminary data showing that Poland’s economy grew by 2.0% in 2012 masks a slump in domestic demand towards the end of last year that has seen household spending growth drop to its slowest rate since... 29th January 2013 · 1 min read
Emerging Europe Economics Update Russia: a disappointing end to 2012 While most emerging markets staged a recovery in the final months of 2012, Russia appears to have bucked the trend. The latest raft of activity data suggests that growth weakened to just 2% y/y in Q4... 25th January 2013 · 1 min read
