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Emerging Markets Economics

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.

Our Economists Recommend

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

Our View

Diverging paths

 Aggregate EM GDP growth will enter a slower phase over the coming quarters. But the headline figure masks an unusually large variation in prospects at a country level. Many of the EMs that fared surprisingly well in 2023, including Brazil, Turkey and Mexico, are set to slow and by more than most expect. Set against that, others, such as Central Europe, the Andean economies, as well as China, are likely to recover after recent weak patches. While the disinflation process is likely to become slower in the coming months, the EM monetary easing cycle should broaden out over the course of 2024.

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