Emerging Markets

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Markets

15MAR 2017

An emerging market toolkit is essential for investors in the West

Economic nationalism has led to a boom in political risk analysis.

2017

MARCH

03MAR 2017

Economics

TalkingEconomics: World economic recovery faces inflation headwind

In the monthly summary of our views on the global economy we highlight the growing threat inflation poses.

02MAR 2017

Markets

India's domestic story stands out amid mixed Asian picture

Some readers will be aware of our thoughts on China and its credit-fuelled investment bubble. But it’s not all doom-and-gloom in Asia, with India a case in point.

FEBRUARY

28FEB 2017

Economics

India shrugs off demonetisation concerns with GDP surprise

Although it is good news that latest GDP data has surpassed expectations, it might imply that the demonetisation policy has been a failure.

27FEB 2017

Economic and Strategy Viewpoint

March 2017

This month our economists focus on the inflationary headwind to the global recovery, become cautiously more optimistic on Europe, and explain their more positive view on emerging markets.

23FEB 2017

Economics

Brazil's central bank cuts, and might accelerate easing

Falling inflation expectations give scope for further rate cuts.

JANUARY

25JAN 2017

Markets

Outlook 2017: Emerging market debt relative

2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.

2016

DECEMBER

21DEC 2016

Economics

The story of the global economy in 2016

In this month's economic infographic we look back at a tumultuous 2016 which began with inflation worries and ended with geopolitical risks in Europe and the US.