Filtered by Subscriptions: Emerging Markets Economics Use setting Emerging Markets Economics
Rapid development in Brazil and China has been driven by radically different growth models: whereas Brazil has relied on high levels of consumption, China has depended on high rates of investment. But both countries are reaching the limits of their …
22nd October 2012
Emerging market GDP appears to have grown by around 4.5% y/y in Q3 – broadly the same rate as in Q2, but well down on the 8% y/y growth rates seen in 2010. At a regional level, Emerging Asia has continued to outperform and, with Chinese growth showing …
18th October 2012
Headline inflation is set to pick up across most of the emerging world over the next six months, in the wake of global food price increases earlier this year. However, the impact should be short-lived and much smaller than that after food price shocks in …
17th October 2012
A sharp decline in commodity prices would cause the public finances to deteriorate in many emerging market countries, with the loss of revenues greatest in the Middle East and parts of Africa. However, low levels of public debt mean that there is little …
16th October 2012
Emerging market exports have been hit by a broad slowdown in global demand this year, with the last few months proving especially weak. Given the bleak outlook for the global economy, a meaningful recovery looks some way off. … Emerging market exporters …
11th October 2012
Among the major emerging market (EM) regions, we estimate that Latin America has experienced the greatest loss of competitiveness over the past few years. In the medium term, weaker productivity growth and a heavy exposure to falls in commodity prices are …
10th October 2012
Despite recent policy easing by the US Fed and the ECB, we expect global growth will continue to disappoint over the next couple of years. Against this gloomy background, prospects for emerging markets will be determined in part by how much scope these …
5th October 2012
There is growing concern among emerging market (EM) policymakers that a third dose of QE from the Fed will stoke hot money inflows to the developing world, and open up a new front in the so-called “currency war”. We’re not convinced. … QE3: big risk or …
4th October 2012
The Bank of Uganda lowered its benchmark interest rate by 200bps to 13.00% today and, while theeasing cycle still has further to run, we think the pace of rate cuts may slow in the months ahead. … Emerging Market manufacturers still …
2nd October 2012
We expect emerging market (EM) growth to slow to around 4.5% in 2013, with only a modest pick-up to 5.0% in 2014. This would be some way below average growth of 6.1% seen since 2000. What’s more, while part of the slowdown reflects cyclical factors …
27th September 2012
