India Economics Update China’s threat to Indian manufacturing India has made impressive progress in raising its share of global high-end electronics exports over the past few years. But, worryingly, it has failed to capture any additional market share in the... 23rd May 2024 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (May 2024) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. While GDP growth in the Andean economies will be stronger this year than last, the opposite... 22nd May 2024 · 1 min read
Middle East & North Africa Economics Update Saudi GDP growth will hinge on OPEC+ decision After exiting recession in Q1, Saudi Arabia’s economy should continue to expand over the rest of this year on the back of strong private non-oil growth and higher oil output. But next month’s OPEC... 22nd May 2024 · 4 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (May 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth strengthened across Emerging Europe in Q1, and leading indicators suggest... 22nd May 2024 · 1 min read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (May 2024) Our Australia & New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data indicate that capacity pressures have continued to ease, a trend... 22nd May 2024 · 1 min read
Latin America Economics Update Brazil’s bumper trade surplus set to shrink The sharp rise in Brazil’s goods exports and the widening of the trade surplus since 2019 have been a point of strength for the economy. But we think these will reverse course before long. This feeds... 21st May 2024 · 4 mins read
US Chart Pack US Chart Pack (May 2024) The slight easing of inflationary pressures in April and softer activity data are consistent with the Fed cutting interest rates in September. Although it is taking a little longer than expected, we... 21st May 2024 · 1 min read
Latin America Economics Update Andean economies on the recovery path The strong pick-up in Andean economies at the start of this year confirms that their painful rebalancing process has run its course. GDP growth will be stronger this year than last – unlike in Brazil... 21st May 2024 · 2 mins read
Emerging Markets Economics Update EM savings problems not just a China story Some of the structural problems in China’s economy have their roots in its excessively high savings rate (and underconsumption). For many other EMs, savings rates are also a problem but for the... 21st May 2024 · 3 mins read
Europe Rapid Response Euro-zone Construction Output (March 2024) Euro-zone construction output rose slightly in March but we think the sector will struggle over the coming months. 21st May 2024 · 2 mins read
India Chart Pack India Chart Pack (May 2024) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India has been the star performer among major EMs over the past several quarters and the latest data... 20th May 2024 · 1 min read
Middle East & North Africa Economics Update Iran’s succession plans unlikely to fix economic woes The death of Iran’s President Ebrahim Raisi yesterday creates greater uncertainty over the succession planning for the next Supreme Leader. But, taking a step back, the balance of political power... 20th May 2024 · 4 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (May 2024) Aggregate EM GDP growth will enter a slower phase over the coming quarters. But the headline figure masks large variation in prospects at the country level, with many EMs experiencing a reversal of... 20th May 2024 · 1 min read
Latin America Rapid Response Chile GDP (Q1 2024) The 1.9% q/q rise in Chile’s GDP in Q1 confirms that the economy is gathering momentum following a weak 2023 and has prompted us to revise up our (once above consensus) 2024 GDP growth forecast to 2.8... 20th May 2024 · 2 mins read
