Emerging Markets

Emerging Markets Economics Update

Asian industry struggles, strong recoveries in EM Europe

June’s PMIs show that virus outbreaks have weighed on manufacturing in Southeast Asia while supply bottlenecks and weaker demand created headwinds for industry in China. In contrast, Indian industry rebounded sharply and manufacturing recoveries continue strongly in most of Emerging Europe. Supply disruptions are continuing to exert upward pressure on prices in the latter.

2 August 2021

Emerging Markets Activity Monitor

Clouds over Asia, bright spots in EM Europe & Lat Am

While the pandemic continues to hold back recoveries in Southeast Asia, the near-term outlook appears brighter in Emerging Europe and Latin America. However, low vaccine coverage in the latter means that economies remain susceptible to renewed outbreaks and containment measures. And the slowdown in China is likely to weigh on growth in EM industrial metal producers.

30 July 2021

Emerging Markets Economic Outlook

Low vaccine coverage makes variants the key risk

Low vaccine coverage means that the threat to economic recoveries from the highly-contagious Delta variant is much larger in the emerging world than in developed economies. And EMs will take longer to return to their pre-crisis path of GDP as a result. In much of Asia, this threat adds to reasons to think that central banks will keep monetary policy loose. But inflation concerns are likely to keep policymakers in Emerging Europe and Latin America in tightening mode.

29 July 2021

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Emerging Markets Economics Update

Asian industry struggles, strong recoveries in EM Europe