Emerging economies would continue to benefit from friendshoring opportunities under a Kamala Harris presidency in the US. The implications for EMs of another Donald Trump presidency are less clear-cut: large tariffs on China would hurts its economy but could speed up investment in manufacturing capacity elsewhere. However, a broader global retreat behind trade barriers would cast a shadow over future manufacturing-led growth for EMs. In this Focus rreport we summarise recent discussions and analysis on how the US election result could affect the outlook for EMs.
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