Our Emerging Markets Chart Pack has been updated with the latest data and our analysis of recent developments.
Our base case is that EM growth will slow only modestly this year. But President Trump’s tariff ‘letters’ published this month add to the downside risks to the growth outlook for some countries, particularly Brazil and parts of Asia. The inflation outlook has become a bit more benign and we’ve generally revised down our interest rate forecasts. Our rate projections sit on the dovish side in much of Asia, Latin America as well as in South Africa.
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