Skip to main content
Emerging Markets economics banner

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.

Request a trial

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.
EMs

Explore Emerging Markets in data

This interactive Dashboard gives you direct access to our key EM forecasts and data for economies across emerging economies. 

Start exploring

Our Economists Recommend

The latest key insights, in-depth analysis and thematic research collections

Our View

Tariff storm one of many headwinds

The early evidence suggests that EM exports have held up well, despite higher US tariffs. That’s partly because exporters have front-loaded shipments to the US or (in China's case) have avoided high tariffs by shipping via third countries. So long as this remains the case, we expect EM growth to undergo a moderate slowdown this year.

Even so, concerns about the hit to activity from tariffs have prompted a dovish shift by central banks. Interest rates are likely to fall further than most expect in Asia and parts of Latin America, but remain higher than most anticipate in Central and Eastern Europe.

Related research

Global economy

Try for free

Experience the value that Capital Economics can deliver. With complimentary access to our subscription services, you can explore comprehensive economic insight, data and charting tools, and attend live virtual events hosted by our economists. 

Request your complimentary access

Featured Economists