Emerging Markets Activity Monitor Recovery resumes Our EM GDP Tracker suggests that, after a brief pause in May, the recovery in EM growth resumed in June. The latest improvement has been driven by a pick-up in activity in Emerging Asia and Latin... 30th August 2016 · 1 min read
Emerging Markets Activity Monitor Recovery in EM growth pauses Our GDP Tracker suggests that the recent recovery in EM growth paused in May. Nonetheless, preliminary data from June have been more encouraging and we expect EM growth to regain some momentum over... 29th July 2016 · 1 min read
Emerging Markets Activity Monitor EM recovery continues Our GDP Tracker suggests that EM growth picked up for the third consecutive month in April, helped by an improvement in activity in Latin America and Emerging Europe. 28th June 2016 · 1 min read
Emerging Markets Activity Monitor EM growth edges up for second consecutive month Our GDP Tracker suggests that EM growth picked up for the second consecutive month in March, suggesting that fears of an imminent collapse continue to be misplaced. The latest rise was broad-based but... 27th May 2016 · 1 min read
Emerging Markets Activity Monitor BRICs drive pick-up in EM growth Our GDP Tracker suggests that EM growth has turned a corner, with the BRIC economies leading the way. Looking ahead, we think that the BRICs will continue to drive a recovery in EM growth. We expect... 28th April 2016 · 1 min read
Emerging Markets Activity Monitor EM growth dragged down by Brazil Our GDP Tracker suggests that aggregate EM growth dipped at the start of this year, but this appears to have been driven by deepening problems in Brazil and a recent soft patch in India. China’s... 30th March 2016 · 1 min read
Emerging Markets Activity Monitor EM growth stable but subdued Our GDP Trackers suggest that aggregate EM growth was stable at the end of last year as a dip in Emerging Asia was offset by signs of recovery in Emerging Europe . The improvement in Emerging Europe... 26th February 2016 · 1 min read
Emerging Markets Activity Monitor EM growth dips – but no sign of collapse Our GDP Tracker suggests that EM growth dipped again in November. However, this was driven overwhelmingly by a deepening downturn in Brazil – and more recent survey data have provided some hope that... 29th January 2016 · 1 min read
Emerging Markets Activity Monitor EM growth steady as Fed starts to tighten Emerging market (EM) growth remained fairly stable in October, as it has for much of the year. Looking ahead, we expect EM growth to pick up a touch in 2016, even as the Fed tightens monetary policy. 17th December 2015 · 1 min read
Emerging Markets Activity Monitor Brazil a weak link amid EM stabilisation Emerging market (EM) growth appears to have slowed a touch in September on the back of the deepening recession in Brazil. Even so, there are no signs of the collapse in broader EM growth that some... 24th November 2015 · 1 min read
Emerging Markets Activity Monitor Signs of improvement in latest EM data Against the backdrop of ongoing talk of an EM slowdown, it appears that growth in the emerging world has actually been fairly steady in recent months. In fact, the latest reading of our EM GDP Tracker... 28th October 2015 · 1 min read
Emerging Markets Activity Monitor EM growth slower, but not collapsing Emerging market (EM) growth has slowed further recently, but there is no sign of the collapse that some are talking about. In fact, there is tentative evidence that EM growth has begun to stabilise. 29th September 2015 · 1 min read
Emerging Markets Activity Monitor EM growth lacklustre, but not collapsing EM growth edged down further in June. But for all the gloom in the headlines, we see no sign of the collapse some are talking about. In particular, in China, after a weak start to the year, conditions... 27th August 2015 · 1 min read
Emerging Markets Activity Monitor EM growth dragged down by Russia and Brazil EM growth slowed to its weakest pace since 2009 in May. But the aggregate data have been pulled down by problems in Russia and Brazil. In contrast, other parts of the EM world have seen a pick-up in... 30th July 2015 · 1 min read
Emerging Markets Activity Monitor EM growth still slowing, but non-BRICs are picking up EM growth continues to slow and, according to our GDP Tracker, is now at its weakest pace in almost sixyears. However, the slowdown has almost entirely been driven by further weakness in the BRICs... 30th June 2015 · 1 min read
Emerging Markets Activity Monitor EM slowdown shows no sign of abating The slowdown across emerging markets is showing no sign of easing, with our latest GDP Tracker suggesting that growth is now running at 3.7% y/y – its lowest rate since September 2009. Much of the... 28th May 2015 · 1 min read
