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Emerging Markets Forecast Forum

Mark Williams, our Chief Asia Economist, discusses the following:
  • What is behind the slowdown?
  • Will stimulus turn it around?
  • Has the long-run outlook improved?
William Jackson, our Chief Emerging Markets Economist, discusses the following:
  • The outlook for the other three BRIC economies.
  • The implications of slower global growth.
  • The response by EM central banks.
Jason Tuvey, our Senior Emerging Markets Economist, discusses the following:
  • A recap of the performance of EMs over the past 20 years.
  • What will drive EM growth in the coming decades?
  • How will the emerging world shape up in 2040?
Oliver Jones, our Markets Economist, discusses the following:
  • Where we are now and the outlook for the global economy.
  • The near-term prospects for EM bonds, equities and currencies.
  • Long-term opportunities and risks.
In our EM Forecast Forum, we considered the near-term and longer-term economic outlook for the emerging world, as well as the prospects for financial markets. We concluded that 2019 is likely to be marked by an unusually broad-based slowdown, accompanied by falls in most asset prices. We also hold a relatively downbeat view on longer-term prospects for EMs, particularly China.
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