Growth in Argentina’s economy remains unbalanced and we think that large parts of it (outside mining and agriculture) will continue to struggle over the rest of Milei’s term due to fiscal tightening...

Economic growth has generally held up well since the start of the year, albeit with a divergence that is likely to persist in the coming quarters. Poland is likely to be an outperformer while Romania...

Economic growth in the region has been resilient in the face of the energy shock, and we think it will accelerate from here. Inflation held steady or slowed, including in Nigeria and South Africa...