Global Emerging Markets

18MAY 2017

Economics

Brazilian market faces Temer tantrum

Allegations of corruption against Brazil’s president could have implications for economic recovery and may alter the outlook for the 2018 presidential election.

03MAY 2017

Economics

TalkingEconomics: Déjà vu in South Africa

The firing of South Africa’s well-respected finance minister by President Jacob Zuma could prove a painful mistake in an economy already struggling to generate momentum.

APRIL

28APR 2017

Economics

Russian central bank steps up the pace

Today’s interest rate cut is larger than expected but likely to have limited impact on the strength of the rouble.

13APR 2017

Economics

Brazil slashes rates to boost flagging economy

A drastic fall in inflation over the past year has led to the Brazilian central bank accelerating its easing. Further cutting is likely to follow in May.

MARCH

15MAR 2017

Markets

An emerging market toolkit is essential for investors in the West

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

08MAR 2017

Watch/Listen

60 seconds on the top country picks in EMD

With the lengthy era of slack monetary policy probably drawing to a close, Abdallah Guezour outlines where he sees the risks and best rewards.

08MAR 2017

Economics

30-year asset class returns forecast: 2017 update

The Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns.

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.

01MAR 2017

Markets

The solar revolution in Africa

We look at the brimming potential for solar energy adoption in Africa.