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Emerging Markets Economics

Our Emerging Markets service, backed by one of the largest teams of EM economists globally, offers timely reactions to market trends and insightful analysis of key issues, such as the end of economic outperformance, impacting emerging markets as a whole.

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From timely reactions to market developments to prescient deep dives into big picture issues such as the end of economic outperformance, this overview service provides insight into the cross-cutting themes and issues affecting emerging markets as a group. Our EM overview service includes access to a number of our proprietary indicators, including our monthly gauge of capital flows.

The subscription to this service includes 3-4 publications a week, access to our online research archive and our economists, and the opportunity to attend our conferences, forums and webinars.

  • Consensus-beating forecasts from one of the largest team of EM economists in the world.
  • Access to proprietary data that reveal what’s really happening in EMs.
  • Non-consensus, big picture analysis.
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This interactive Dashboard gives you direct access to our key EM forecasts and data for economies across emerging economies. 

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The latest key insights, in-depth analysis and thematic research collections

Our View

Softer growth, starker divides

EM GDP growth will slow to ~3.5% in 2026-27, the weakest rate in the past three decades outside times of crisis. But there are wide divergences at a country level. Much of the weakness in EM growth stems from a few large economies – China, Brazil and Russia. Many other EMs are likely to see rapid or accelerating growth, notably India but also parts of South East Asia, Central Europe and North Africa. EM equity markets are likely to post solid gains next year, particularly in Asia (which should continue to benefit from AI enthusiasm). But a repeat of this year's stellar outperformance is unlikely and most currencies will fall against the dollar.

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