Senior Emerging Markets Economist
Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.
Craig Botham explains why the economic travails of Argentina and Turkey are unlikely to spill over and impact sentiment in other emerging markets in the near term.
Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth
We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.
Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress