Emerging Markets Economic Outlook Asia leading the way The speed and strength of economic recoveries in emerging markets will continue to vary enormously by country, with China and some other parts of Asia leading and India, South Africa and much of Latin... 23rd October 2020 · 26 mins read
Asia Economics Weekly Economies in need of continued policy support National accounts data due to be published over the next few weeks will show that although many economies experienced record-breaking rebounds in GDP last quarter, output remains well below pre-crisis... 23rd October 2020 · 6 mins read
Africa Economic Outlook Weak recoveries, default risks still high Recoveries across Sub-Saharan Africa will be weak, with the region’s three largest economies – Nigeria, South Africa and Angola – set to fare particularly badly. A rebound in tourism sectors has been... 22nd October 2020 · 22 mins read
Emerging Europe Economic Outlook Strong recovery suffers a setback Fresh virus outbreaks and tighter containment measures mean that the economies of Emerging Europe are likely to suffer a fresh downturn in Q4, but we still think that the region will bounce back more... 22nd October 2020 · 28 mins read
Latin America Economic Outlook An uphill struggle The picture has brightened for Latin America as new COVID-19 cases have fallen from their peaks, which should allow governments to ease restrictions and provide a boost to economic recoveries. Even so... 21st October 2020 · 26 mins read
UK Data Response Public Finances (Sep.) Monthly borrowing in September was the third highest on record, only exceeded by that in April and May when the pandemic and the fiscal response were at their height. With the recovery stuttering and... 21st October 2020 · 3 mins read
Asia Economics Update How might the US election impact Asia? With the US election result unlikely to have immediate ramifications for US GDP, the main issue for much of Asia is how it affects trade policy. A Joe Biden presidency would be less confrontational... 21st October 2020 · 3 mins read
India Chart Pack Reasons for caution despite drop in virus cases New COVID-19 cases in India have dropped significantly over the past month. Encouragingly, the share of tests returning positive has also dropped, indicating that the improvement in test results... 21st October 2020 · 9 mins read
Asia Data Response Korea Trade (1st – 20th Oct.) Strong export growth in the first 20 days of October was driven by buoyant foreign demand for electronics, and exports now look likely to provide a boost to y/y growth this quarter. 21st October 2020 · 2 mins read
Japan Data Response External Trade (Sep.) Exports continued to rise at a strong pace in September and we think they should return to pre-virus levels before the end of the year. By contrast, the recovery in imports has only just begun so net... 19th October 2020 · 2 mins read
China Economics Weekly Export outlook still strong despite virus flare-ups China’s goods exports probably can’t keep growing at their incredibly-rapid recent rates for long, not least because infection flare-ups in Europe and the US will take some steam out of the recoveries... 16th October 2020 · 6 mins read
Australia & New Zealand Economic Outlook Huge policy support paves way for strong recovery Australia and New Zealand have had far greater success in containing the virus than most other large advanced economies. Coupled with huge fiscal support, that means that the recovery in economic... 15th October 2020 · 24 mins read
Emerging Europe Economics Update Faltering reform drive clouds Ukraine outlook The coronavirus crisis has already dealt a heavy blow to the Ukrainian economy and the risks to the outlook are growing: recent challenges to the independence of the central bank and anti-corruption... 14th October 2020 · 4 mins read
Asia Economics Update Bigger external surpluses put Asia under US spotlight The COVID-19 crisis has led to a ballooning of current account surpluses across Emerging Asia that is putting upward pressure on currencies. The shift to bigger external surpluses could also land the... 14th October 2020 · 4 mins read
Latin America Economics Update Chile & Peru to benefit most from China’s recovery Latin America’s non-oil economies will see larger benefits than most other countries from China’s rebound. This provides grounds for cautious optimism about the prospects for Chile and Peru. But for... 13th October 2020 · 3 mins read
