GDP growth across most of the emerging world will fall short of consensus expectations this year. But there will be key bright spots such as India and Taiwan. While disinflation is likely to proceed...

The fall in both headline and core inflation in March suggests that the ECB is very likely to begin cutting interest rates in June.

The increase in Turkish inflation, to 68.5% y/y in March, will keep pressure on the central bank to hike interest rates further at its meeting later this month. We maintain our forecast for a 250bp...

March's batch of PMIs showed that the Gulf economies continued to outperform those elsewhere, and have enjoyed a strong start to 2024.