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Emerging Markets Economics

Our Emerging Markets service, backed by one of the largest teams of EM economists globally, offers timely reactions to market trends and insightful analysis of key issues, such as the end of economic outperformance, impacting emerging markets as a whole.

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From timely reactions to market developments to prescient deep dives into big picture issues such as the end of economic outperformance, this overview service provides insight into the cross-cutting themes and issues affecting emerging markets as a group. Our EM overview service includes access to a number of our proprietary indicators, including our monthly gauge of capital flows.

The subscription to this service includes 3-4 publications a week, access to our online research archive and our economists, and the opportunity to attend our conferences, forums and webinars.

  • Consensus-beating forecasts from one of the largest team of EM economists in the world.
  • Access to proprietary data that reveal what’s really happening in EMs.
  • Non-consensus, big picture analysis.
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Our View

Weathering the energy shock

EM growth appears to have slowed only moderately as a result of the Iran war. And despite signs of softness in early Q3, we still think EM growth will accelerate in the coming quarters. As things stand, it doesn’t look like EM central banks will respond to high energy prices and interest rate hikes in DMs with broad-based monetary tightening. But a shift towards monetary easing (in aggregate) is now unlikely to take place until next year.

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