Japan Economics Focus Will rising JGB yields cause capital repatriation? In view of the wider interest, we are resending this publication to include clients of our Global Markets Service. We apologise to readers of our Japan Economics Service who are receiving it twice... 1st July 2024 · 15 mins read
India Economics Weekly Unpacking the further slump in FDI The further slump in net foreign direct investment (FDI) inflows into India in Q1 seems in large part a reflection of higher global interest rates. One implication therefore is that the slump will... 28th June 2024 · 3 mins read
Emerging Markets Economics Focus The US election and EMs A compendium of our analysis of how the US election will affect EMs. 28th June 2024 · 13 mins read
China Chart Pack China Chart Pack (Jun. 24) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China’s economy has regained some momentum in recent quarters and should continue to do relatively... 28th June 2024 · 1 min read
Emerging Markets Economic Outlook EM easing cycle moving into a new phase Emerging markets in Asia and parts of Europe will continue to perform well and better than most expect this year, but we think that Latin America will lag behind. The EM monetary easing cycle is... 27th June 2024 · 26 mins read
Africa Economic Outlook Tight fiscal policy to constrain the recovery Growth in Sub-Saharan Africa is set to accelerate over the next couple of years, helped by a more favourable external environment as well as falling inflation and interest rates. But tight fiscal... 27th June 2024 · 19 mins read
China Economic Outlook Manufacturing boom to shore up growth a while longer China’s economy is on course to expand by 5.5% this year, buoyed by policy support and strong exports. But we remain less sanguine about the medium-term outlook. 25th June 2024 · 15 mins read
India Chart Pack India Chart Pack (June 2024) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. Prime Minister Modi begins his third term with a weakened mandate, but an economy that is primed to... 25th June 2024 · 1 min read
Emerging Europe Economics Weekly CEE easing cycles shifting down a gear The Hungarian central bank’s decision to opt for a smaller interest rate cut at its meeting this week fits into a broader theme that policymakers in parts of the EM world are moving towards a slower... 21st June 2024 · 8 mins read
Asia Economic Outlook Policy easing to begin soon We expect economic growth in most countries in Asia to slow in the second half of 2024, as tighter fiscal policy, high interest rates and weaker global growth all weigh on demand. Inflation is back to... 20th June 2024 · 28 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (June 2024) After a strong start to the year, aggregate EM GDP growth will slow over the coming quarters. Within this there will be regional variation, with Emerging Asia the outperformer and Latin America the... 20th June 2024 · 1 min read
India Economic Outlook Economy in good shape as Modi 3.0 begins Prime Minister Modi begins his third term with a weakened mandate, but an economy that is primed to grow by 6.5-7% per year between 2024 and 2026. That would put India on course to become the world’s... 20th June 2024 · 16 mins read
Climate Economics Update EMs are a growing market for Chinese green exports The continued divergence between export values and export volumes of the “New Three” underlines the downward pressure on prices from the rapid expansion in manufacturing capacity in China. Meanwhile... 20th June 2024 · 2 mins read
Japan Rapid Response Japan External Trade (May 2024) Trade volumes were little changed in May which suggests that net trade provided a small drag on GDP growth this quarter. 19th June 2024 · 1 min read