Emerging Markets Economics Chart Pack Most EM central banks in easing mode Despite the focus in advanced economies on the timing of monetary policy tightening, the majority of EMs remain in easing mode. More EM central banks cut their policy interest rates than raised them... 22nd August 2017 · 1 min read
Emerging Markets Economics Chart Pack EM consumers bouncing back EM retail sales growth picked up for a third consecutive month in May and is now running at a 12-month high. What’s more, the improvement has been widespread across different EM regions. In Russia and... 24th July 2017 · 1 min read
Emerging Markets Economics Chart Pack Steady as she goes The latest economic data from across the emerging world have been mixed but our EM GDP Tracker suggests that growth has levelled off at around 4% y/y. While China’s growth has now passed its peak... 16th June 2017 · 1 min read
Emerging Markets Economics Chart Pack Trend still towards looser monetary policy The overall trend in EMs has remained towards looser monetary policy in recent months, with more EM central banks cutting interest rates than hiking them. But significant divergences exist at a... 19th May 2017 · 1 min read
Emerging Markets Economics Chart Pack Politics dominates the headlines but market impact limited The escalation of political risks has dominated the headlines in EMs in recent weeks, but the fallout in financial markets has been surprisingly small. Equities in Russia and South Korea initially... 20th April 2017 · 1 min read
Emerging Markets Economics Chart Pack Key EM central banks set to loosen policy despite Fed hike The Fed’s decision to raise interest rates this week has created ripples rather than waves among EM central banks. Policymakers in China and Turkey followed by tightening policy too, but this was as... 17th March 2017 · 1 min read
Emerging Markets Economics Chart Pack One year on from the oil slump Emerging market inflation and export growth jumped in January, although this had more do with base effects than a marked strengthening of underlying demand or price pressures. The year-on-year growth... 17th February 2017 · 1 min read
Emerging Markets Economics Chart Pack EM central banks unfazed by strong dollar There is no evidence that concerns about rising US interest rates and a strong dollar are forcing EM central banks to tighten policy – indeed, our diffusion index shows that more EM central banks have... 25th January 2017 · 1 min read
Emerging Markets Economics Chart Pack EM recovery dependent on China The EM world is now growing at its fastest pace in nearly two years. According to our GDP tracker, EM GDP growth in October reached 3.5% y/y, which is the strongest since January 2015. China has been... 21st December 2016 · 1 min read
Emerging Markets Economics Chart Pack EM markets stabilise after post-Trump sell-off Financial markets across the emerging world have stabilised following an initial sell-off in the wake of Donald Trump’s victory in the US presidential election earlier this month. This partly reflects... 22nd November 2016 · 1 min read
Emerging Markets Economics Chart Pack Commodity producers and China drive EM recovery EM GDP is currently growing at its fastest pace in 18 months, with the recovery being driven mainly bystronger growth in commodity producers as well as an upturn in China. According to our GDP tracker... 26th October 2016 · 1 min read
Emerging Markets Economics Chart Pack EM central banks remain in easing mode Emerging market policymakers have been in loosening mode in recent months, with our EM interest rate diffusion index showing that more EM central banks cut rates than hiked again in August. Rate cuts... 21st September 2016 · 1 min read
Emerging Markets Economics Chart Pack Turnaround in industry supporting EM recovery After a prolonged downturn, there are early signs that EM industry is finally starting to turn a corner. Our measure of EM industrial production growth picked up to 2.4% y/y in June, from 2.2% in May... 18th August 2016 · 1 min read
Emerging Markets Economics Chart Pack Turkey coup aside, EMs have become more stable The failed military coup in Turkey has sent local financial markets into a tailspin and re-focused investors’ attention on broader EM political risk. However, political stability in emerging markets... 29th July 2016 · 1 min read
Emerging Markets Economics Chart Pack Turkey coup aside, EMs have become more stable The failed military coup in Turkey has sent local financial markets into a tailspin and re-focused investors’ attention on broader EM political risk. However, political stability in emerging markets... 22nd July 2016 · 1 min read
Emerging Markets Economics Chart Pack EM growth starting to turn a corner EM growth has shown some signs of life in recent months. GDP data for Q1 showed a rise in aggregate growth for the first time since 2013 and our GDP Tracker suggests that the improvement continued in... 22nd June 2016 · 1 min read