Africa Economics Weekly Lobito rail project, oil prices Angola secured additional financing from the US and other partners this week as it looks to press ahead with the Lobito rail project underlining the Trump administration’s transactional approach to... 19th December 2025 · 6 mins read
Japan Economics Weekly BoJ flags further hikes, Sino-Japan rift hits tourism With the outcome of today’s meeting no great surprise, the Bank of Japan used it to lock in expectations that further policy rate increases will follow. One potential obstacle is an imminent fall in... 19th December 2025 · 6 mins read
India Economics Weekly Three things to watch in 2026 Our India Economic Outlook for Q1 2026 and accompanying dashboard contain all of our latest analysis and forecasts for India’s economy and financial markets. In our final Weekly of 2025, we highlight... 19th December 2025 · 4 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Dec. 2025) EM capital outflows continued over the past month, driven by equities while bond inflows persisted. Even if outflows continue, strong external balance sheets mean that most EMs are well placed to... 18th December 2025 · 0 mins read
Middle East & North Africa Economics Weekly Oil prices, Morocco inflation-targeting, Saudi inflation Brent crude dropped to its lowest level since early 2021 this week, and we think that this trend will persist in 2026. This is not a major concern for the Gulf economies' balance sheets, but it... 18th December 2025 · 8 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (December 2025) Our Emerging Markets Chart Pack has been updated with the latest data and our analysis of recent developments. EM GDP growth has held up well in 2025, but we expect it to slow to ~3.5% in 2026-27, the... 18th December 2025 · 1 min read
India Chart Pack India Chart Pack (December 2025) After a very strong 2025, economic growth in India is likely to slow in 2026 in the face of punitive US tariffs. But they could get rolled back and, even if they don’t, India will remain a relative... 17th December 2025 · 1 min read
Africa Chart Pack Africa Chart Pack (Dec. '25) The macroeconomic backdrop has turned increasingly favourable and we expect Sub-Saharan Africa to enter its strongest period of growth in the coming years since the early 2010s. Our forecasts for most... 16th December 2025 · 0 mins read
Emerging Markets Economic Outlook 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... 16th December 2025 · 27 mins read
Latin America Economics Update Argentina’s FX shift will still leave the peso overvalued The announcement by Argentina’s central bank that it will widen the peso’s trading bands is a step in the right direction, but it won’t be enough to bring the peso closer to its fair value. With the... 16th December 2025 · 3 mins read
India Economics Update Are India’s non-tariff barriers also being lowered? Non-tariff barriers in India have risen over the past decade, as highlighted by the widespread use of Quality Control Orders (QCOs). It is encouraging therefore that there appears to have been a... 16th December 2025 · 3 mins read
Africa Economic Outlook SSA set for its strongest growth streak in over a decade The macroeconomic backdrop has turned increasingly favourable and we expect Sub-Saharan Africa to enter its strongest period of growth in the coming years since the early 2010s. Our forecasts for most... 15th December 2025 · 19 mins read
Asia Economic Outlook Solid growth, easing cycles drawing to a close The economic outlook across much of Asia has improved recently, prompting modest upward revisions to our 2026 GDP growth forecasts. Strong demand for AI-related products will continue to lift exports... 15th December 2025 · 25 mins read
China Economic Outlook Growth to stay soft as deflation persists Fiscal support and a ramp-up in AI investment will prevent a sharp slowdown in China’s economy, but we expect growth to remain weak in 2026. Deflation and overcapacity will persist and China’s... 15th December 2025 · 17 mins read
Emerging Europe Economic Outlook Diverging outlook as war in Ukraine drags on Most economies in Central and Eastern Europe (CEE) will experience stronger GDP growth in 2026 as external demand picks up and fiscal policy is kept loose (or loosened), while Russia’s economy will... 15th December 2025 · 25 mins read
