Emerging Markets Economics Chart Pack Another tough year in 2013 Emerging markets (EMs) have endured their most difficult year since the global recession of 2009. GDP appears to have expanded by about 4.8% this year, down from an average of over 6% during the past... 17th December 2012 · 1 min read
Emerging Markets Trade Monitor Export recovery is uneven and lacks strength The recovery in emerging market exports remains uneven, with manufacturing economies, mainly in Asia, continuing to outperform commodity exporters. What’s more, there are already some signs that the... 14th December 2012 · 1 min read
Africa Economics Update What to expect from the ANC Elective Conference News that South Africa’s deputy president Kgalema Motlanthe will challenge incumbent president Jacob Zuma for the leadership of the ruling African National Congress (ANC) has added an extra layer of... 13th December 2012 · 1 min read
Emerging Markets Economics Update A better start to Q4 but Emerging Europe still struggling Our EM GDP Tracker suggests that emerging market growth has accelerated a little in the final quarter of this year. But growth remains subdued by the standards of the past decade and the recent... 13th December 2012 · 1 min read
Emerging Markets Economics Update Exports to euro-zone to remain a source of EM weakness Weak demand from the euro-zone accounts for about two-fifths of the decline in emerging market GDP growth over the past year or so, and the drag looks set to intensify as Europe slides into an even... 12th December 2012 · 1 min read
Africa Economics Focus Kenya: testing times, but brighter outlook beyond next year Our new GDP Tracker for Kenya suggests that the economy has picked up a little pace in the second half of 2012, but that growth remains subdued by recent standards. Looking ahead, the combination of a... 12th December 2012 · 1 min read
Africa Economics Update South Africa: a weak start to Q4 A slew of data released this morning indicate that after slowing sharply in Q3, the South African economy got off to a poor start in Q4. But with inflation likely to accelerate further in the coming... 11th December 2012 · 1 min read
Emerging Markets Economics Focus What to expect from emerging markets in 2013 Emerging markets (EMs) will remain a relative bright spot in 2013. But with export demand from the developed world likely to remain subdued and structural problems dragging on growth in many of the... 10th December 2012 · 1 min read
Africa Economics Update Ghana: incumbent victory reinforces positive outlook Allegations of vote rigging have clouded the general election in Ghana, but these shouldn’t undermine the overall positive impact that victory for incumbent president John Dramani Mahama should... 10th December 2012 · 1 min read
Africa Economics Update South Africa's current account deficit still a concern South Africa’s current account deficit was not as wide as expected in Q3, but the fact that it is being funded in large part by portfolio inflows means that external financing risks persist. The... 7th December 2012 · 1 min read
Emerging Markets Economics Update How big a threat is inflation to emerging markets? Inflation is unlikely to be a major threat to most emerging markets in 2013. The two exceptions to this are Venezuela and Argentina, where high inflation will put downward pressure on their currencies... 7th December 2012 · 1 min read
Africa Economics Update Ugandan easing cycle has probably ended The Bank of Uganda lowered its benchmark interest rate today for the ninth time this year but, with inflation ticking up and the shilling having depreciated in recent weeks, we think the rate cutting... 4th December 2012 · 1 min read
Emerging Markets Economics Update Stronger export orders boost EM manufacturers A turnaround in export orders has given a boost to emerging world manufacturers, according to the PMIdata released over the last couple of days. However, with domestic demand in emerging economies... 4th December 2012 · 1 min read
Africa Economics Update South African manufacturing remains weak The small uptick in the South African manufacturing PMI in November suggests that the sector willnarrowly avoid a contraction in output in Q4, but does little to change the underlying picture of... 3rd December 2012 · 1 min read
Africa Chart Pack Nigeria remains the outperformer Sub-Saharan Africa’s three major economies – South Africa, Nigeria and Kenya – have experienced mixed fortunes in the second half of this year. Early estimates of Q3 GDP for Nigeria suggest that the... 30th November 2012 · 1 min read
Emerging Markets Economics Update What lies ahead for EM domestic demand? Strong domestic demand has partially offset export weakness in many emerging economies this year, particularly in Asia. Looking ahead, prospects for domestic demand look favourable in emerging Asia... 29th November 2012 · 1 min read
