Speakers:
Our updated forecasts for emerging markets reflect the impact of the spike in oil and gas prices in the wake of the Middle East conflict.
In this online briefing at 10:00 ET/15:00 BST on Thursday 16 April, our economists will distill the key insights from the latest forecasts, examining how the spillovers from the conflict have reshaped growth, inflation and market returns through this year and into 2027.
During this 20-minute session, the team will be answering your questions as they explore critical themes shaping emerging markets, including:
- How higher energy prices are affecting inflation dynamics, external balances and growth trajectories across EMs
- The implications for monetary policy cycles, including delayed easing, renewed tightening risks and where divergence is greatest across economies
- The EMs which are set to benefit from this conflict
- The key EM vulnerabilities to watch – which economies are most exposed.
Start date:
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