Focused thinking: 2 min read
Nearly 2.5 years on from the Brexit referendum, the UK’s latest annual rate of growth ... [Read more]
How has economic activity in the UK responded to the Brexit vote?
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Focused thinking: 8 min podcast
Global Emerging Markets Podcast Series
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
Focused thinking: 1 min read
A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic ... [Read more]
Higher oil prices drive EM divergence
Focused thinking: 3 min read
BRI should deliver an economic win-win for China and the countries it covers; China will ... [Read more]
The Belt and Road Initiative: globalization, China style
Focused thinking: 4 min read
Four potential events this year could lead to an emerging markets pricing snapback: a US ... [Read more]
Where are the risks in an EM snapback?
Focused thinking: 2 min video
What geopolitical risks are driving global emerging markets?
What is fuelling trade in global emerging markets?
How is technology transforming global emerging markets?
In this study, our economists assess the impact of US trade protectionism, centering on China ... [Read more]
Who would bear the brunt of increased US protectionism?
Despite a number of challenging setbacks this year, India looks like it is now positioned ... [Read more]
Deleveraging in a political milieu: Asia’s elephant faces a pivotal year
M2 growth has fallen sharply in China since mid-2016 and has recently recorded consecutive record ... [Read more]
China: beyond falling M2 growth