Tight policy and deteriorating terms of trade will keep growth across Latin America subdued and we think that the region will underperform other parts of the emerging world – as well as consensus...

The announcement that Saudi Arabia’s Public Investment Fund will invest $5bn into Egypt’s economy is a further sign that the weaker pound has made Egyptian assets more attractive and will help to put...

Headline GDP growth in the Gulf economies will strengthen sharply in 2025 as oil output cuts are unwound. But lower oil prices will prompt a turn to fiscal consolidation in most of the Gulf, causing...