Global Emerging Markets

05DEC 2017


Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

01DEC 2017


Brazilian GDP growth accelerates ahead of expectations

Quickview: Brazilian GDP growth accelerates to 1.4% in Q3 amid a pick-up in investment.


30NOV 2017

Economic & Strategy Viewpoint

Economic and Strategy Viewpoint - December 2017

As the synchronised upswing continues, we are upgrading our global growth forecast for 2018.

30NOV 2017


Indian growth data disappoints again

Quickview: Indian GDP growth misses expectations again with agriculture and construction still dragging on performance

02NOV 2017


Metals, bitcoin bubbles, consumers: eight market charts from October

We round-up eight charts that caught our eye in October, including soaring palladium and bitcoin prices, consumer spending, changing China and sentiment.

01NOV 2017


The rise of young Asia: how millennials are transforming a region

We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.


31OCT 2017

Economic & Strategy Viewpoint

Economic and Strategy Viewpoint - November 2017

This month, our economists puzzle over the lack of inflation in a buoyant global economy, and weigh the difficulties investors face in assessing political risk and emerging market exposure.

26OCT 2017


End in sight for Brazil’s easing cycle

With Brazil announcing another interest rate cut, we think the easing cycle is likely to end in December.

19OCT 2017


Chinese growth shrugs off headwinds

A resilient economy strengthens President Xi Jinping at a crucial political juncture.