Emerging Markets Economics Chart Pack Fed brings some relief to EM currencies Financial markets across the emerging world have rallied in the wake of the Fed’s decision to delay QE tapering, easing concerns that several EMs were on the cusp of currency crises. As it happens... 20th September 2013 · 1 min read
Emerging Markets Economics Chart Pack Signs of improvement in China and Brazil The past month has brought some hope that economic conditions in two of the four BRICs – Brazil and China – might be improving. In China, data on trade, industrial production and investment have all... 15th August 2013 · 1 min read
Emerging Markets Economics Chart Pack Currency sell-off unlikely to prompt a wave of rate hikes Lingering fears over the impact of a tapering of asset purchases by the US Fed have seen emerging market currencies continue to weaken over the past month – countries with current account deficits... 18th July 2013 · 1 min read
Emerging Markets Economics Chart Pack QE tapering to have limited impact on EM growth Concerns about a tapering of the US Fed’s asset purchases under QE3 have caused a sell-off in EM financial markets, but we think the economic impact on EMs from the end of ultra-loose monetary... 21st June 2013 · 1 min read
Emerging Markets Economics Chart Pack Growth slowdown prompts further easing Economic activity across the emerging world looks to have moderated since the start of the year, with our GDP tracker pointing to weaker growth in Emerging Europe, Emerging Asia and Latin America... 15th May 2013 · 1 min read
Emerging Markets Economics Chart Pack Consumer spending starts to soften EM consumer spending has been one of the bright spots in the global economy in recent years, supported by healthy wage growth, low unemployment and loose monetary policy. But retail sales growth... 18th April 2013 · 1 min read
Emerging Markets Economics Chart Pack Sentiment has turned against EM assets Sentiment toward EM assets has turned negative over the last month despite the relatively upbeat performance of many developed markets. Equities have come off recent highs, currencies have mostly... 20th March 2013 · 1 min read
Emerging Markets Economics Chart Pack Policymakers step-up rhetoric while EM currencies fall Talk of “currency wars” remains rife among EM policymakers but most EM currencies have actually weakened over the past month. This partly reflects growing investor fears of official intervention, but... 22nd February 2013 · 1 min read
Emerging Markets Economics Chart Pack Bright start to the year Emerging markets are in a sweet spot at the moment. Economic growth appears to have accelerated towards 5% y/y in Q4 of last year, led by a rebound in the Chinese economy. At the same time, aside from... 24th January 2013 · 1 min read
Emerging Markets Economics Chart Pack Another tough year in 2013 Emerging markets (EMs) have endured their most difficult year since the global recession of 2009. GDP appears to have expanded by about 4.8% this year, down from an average of over 6% during the past... 17th December 2012 · 1 min read
Emerging Markets Economics Chart Pack Signs of stabilisation in Q3 Emerging market (EM) GDP growth appears to have stabilised in Q3. Our GDP tracker suggests that output expanded by about 4.0% y/y, down only slightly from 4.2% y/y in Q2. There have been some positive... 15th November 2012 · 1 min read
Emerging Markets Economics Chart Pack Growth subdued, but stabilising Emerging market GDP appears to have grown by around 4.5% y/y in Q3 – broadly the same rate as in Q2, but well down on the 8% y/y growth rates seen in 2010. At a regional level, Emerging Asia has... 18th October 2012 · 1 min read