The latest data suggest that y/y EM export growth turned positive in December, having contracted for much of 2019. We think this will mark the start of a run of better EM export figures. Meanwhile, the Phase One US-China trade deal removes a downside risk that had clouded the outlook for China’s exports. But it could have some negative implications for a handful of other EMs.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to gain:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services