Emerging Europe Data Response Economic Sentiment Indicators (Feb.) The decline in this month’s Economic Sentiment Indicators (ESIs) for Central and Eastern Europe was disappointing, but the surveys were still strong and point to GDP growth in the region as a whole of... 26th February 2016 · 1 min read
Emerging Europe Economics Update Price pressures from currency slumps set to fade Sharp falls in currencies pushed up inflation in Emerging Europe and Latin America last year. The impact in Emerging Europe has already started to unwind and we expect the same in Latin America before... 25th February 2016 · 1 min read
Global Markets Focus Which EM equity markets are set to shine? Time will tell if the recent rebound in emerging market (EM) equities was a turning point, but we remain cautiously optimistic that they will outperform those in the developed world in 2016/17. 24th February 2016 · 1 min read
Frontier Markets Wrap Ukraine’s political crisis re-escalates Political tensions have once again come to the fore in Ukraine, putting the country’s IMF programme at risk. Although the government survived a no confidence vote, the ruling coalition has fallen... 24th February 2016 · 1 min read
Emerging Markets Economics Chart Pack Growing divergences among EMs Aggregate EM growth has continued to disappoint in recent months with signs of a renewed (albeit small) deceleration in the latest data. Perhaps more important though is the widening divergence in... 24th February 2016 · 1 min read
Emerging Markets Economics Update What next for EMs? Over the past week we have published a four-part series analysing the key issues that will shape the outlook for emerging markets. In this Update , we summarise the main messages. 23rd February 2016 · 1 min read
Emerging Europe Economics Update Turkey’s MPC dodges tightening, Hungary’s flags easing The Turkish central bank’s decision to keep interest rates unchanged despite the worsening inflation outlook underlines the extent to which political pressures seem to be bearing on the MPC. The... 23rd February 2016 · 1 min read
Emerging Europe Chart Pack Central & South Eastern Europe remains an EM bright spot The latest data from Central and South Eastern Europe (C&SEE) serve as a timely reminder that, despite widespread pessimism, some parts of the emerging world are faring well. Flash Q4 GDP estimates... 22nd February 2016 · 1 min read
Emerging Markets Economics Focus Was the EM boom built on sand? Rapid EM growth in the 2000s was driven by a wave of liberalising reforms that produced genuine economic transformation across the emerging world, but potential growth has now slowed. Accordingly... 19th February 2016 · 1 min read
Emerging Markets Trade Monitor Worst should be over for EM exports The value of EM exports dropped by more than a trillion dollars last year but the pace of contraction eased in Q4. We expect further improvements in 2016 as global demand strengthens. 19th February 2016 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Slowing economic growth weighing on rental growth The fourth quarter brought clearer signs of an economic slowdown in non-euro-zone Western Europe. And this economic weakness may help to explain the limited extent of rental value growth in Q4 across... 18th February 2016 · 1 min read
Emerging Europe Data Response Russia Activity Data (Jan.) The usual raft of activity data for January showed that, following an awful December, conditions in the Russian economy improved at the start of this year. Encouragingly, there are early signs that... 18th February 2016 · 1 min read
Emerging Markets Economics Focus Are EM oil producers on the cusp of a crisis? A wave of debt defaults and financial stress in emerging market oil producers seems unlikely but, with energy prices set to stay low, growth is likely to be much weaker than most anticipate. Among the... 18th February 2016 · 1 min read
Emerging Europe Data Response Polish Ind. Production & Retail Sales (Jan.) January’s batch of Polish activity data paints a worrying picture of the health of the economy at the start of this year, even taking into account distortions due to working-day effects. However, as... 17th February 2016 · 1 min read
Emerging Europe Economics Update Winners and losers from a weaker ruble The sharp fall in the ruble over the past year or so has eased some of the pressure on Russia’s government finances but we suspect that structural problems will prevent the wider economy from fully... 16th February 2016 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor Aggregate EM capital outflows stood at over $100bn in January and, on a quarterly rolling basis, they increased to a third of a trillion dollars, a record figure by some distance. This continued to be... 16th February 2016 · 1 min read
