| 3 September 2010 | Slower growth in prospect but downside risks limited in the absence of a major global shock |
| 27 August 2010 | Latin America – mixed picture on interest rates and growth in the short term |
| 20 August 2010 | Emerging EU economies – robust industry in Q2 but GDP more variable and outlook is also mixed |
| 13 August 2010 | Further signs of moderating growth in many economies but outlook should remain solid provided major developed economies avoid “double-dip” |
| 6 August 2010 | China: Manufacturing slows but robust consumption drives a shift towards the service sector |
| 30 July 2010 | Monetary tightening to continue in Brazil despite Q2 “soft patch” of activity and inflation data |
| 23 July 2010 | More emergers now starting to tighten monetary policy – but the pace and necessity of adjustment varies widely |
| 16 July 2010 | After a very strong Q1 in East Asia and Brazil, growth is now moderating but the outlook still looks solid |
| 9 July 2010 | It’s not been all bad news – upward revisions to 2010 growth forecasts in the emergers during H1 |
| 2 July 2010 | China – labour becomes more demanding |
| 25 June 2010 | Danger of overheating likely to lead to 12% interest rates in Brazil by end-year |
| 18 June 2010 | Middle East economic outlook – prospects still relatively upbeat despite some headwinds |
| 11 June 2010 | Some signs of moderating growth in East Asia after very strong Q1. Emerging Europe continues to lag |
| 4 June 2010 | CEE economies – recovery remains modest |
| 24 May 2010 | Surging growth and rising inflation trend point to another sizeable rate hike in Brazil in June |
| 17 May 2010 | Strong recovery in ASEAN continued in Q1 |
| 10 May 2010 | Robust domestic-led growth continues in China, Brazil & India – prompting higher rates. Elsewhere the need for tighter policy is less pressing |
| 4 May 2010 | Deteriorating trade positions in China, India & other Asia offset by soaring surpluses in Russia & OPEC |
| 26 April 2010 | Surging domestic demand and above target inflation to trigger first hike in Brazilian interest rates |
| 19 April 2010 | China lurches into trade deficit in March |
| 12 April 2010 | China and India take a bigger share of FDI to the emergers in 2009 |
| 6 April 2010 | Pressure on China, India and Brazil to tighten monetary policy but rates are still edging lower in parts of the CEE |
| 29 March 2010 | Tighter monetary policy looming in Brazil, given rising inflation and buoyant growth. Getting close to deal on Argentina’s debt |
| 22 March 2010 | Middle East economic outlook – region set to perform relatively strongly in 2010 |
| 15 March 2010 | A tale of two recoveries – buoyant Asia, sluggish CEE |
| 8 March 2010 | Uncertainty about China rises but regional recovery to persist. Struggling CEE remains the weakest area |
| 1 March 2010 | Latin America – edging back towards normality |
| 22 February 2010 | Very wide variation in the pace of industrial recoveries – Asia leading, Emerging Europe far behind and Latin America in-between |
| 15 February 2010 | Greece to follow many emerging EU economies along the hard path of fiscal adjustment |
| 8 February 2010 | Strong end to 2009 in Asia, but risks to outlook if China’s exit from huge stimulus is not deftly handled. Signs of recovery broadening out in several key economies |
| 1 February 2010 | Strong recovery in Brazil prompting speculation about first interest rate rise; signs that Mexico’s recovery is becoming more broadly based |
| 25 January 2010 | Russia still lagging behind the other BRICS; Poland’s outperformance of the rest of the CEE continues, while Hungary is still stuck in recession |
| 18 January 2010 | India – robust long-term growth prospects provided that large budget deficit is reduced and the benefits of growth are more widely shared across society |
| 11 January 2010 | Buoyant Asian growth continues, solid Brazil, mixed picture elsewhere but trade starting to pick up |
| 21 December 2009 | Middle East outlook – robust growth expected in 2010, notwithstanding impact of Dubai |
| 14 December 2009 | Strong domestic demand growth in Q3 in China, India & Brazil – and outlook remains positive |
| 7 December 2009 | The Dubai crisis – implications for the UAE, the Gulf and the emerging markets |
| 30 November 2009 | Brazil continues to be centre stage… |
| 23 November 2009 | What are the main risks to the recoveries in emerging East Asia? |
| 16 November 2009 | Budget deficits – signs of stabilisation in most emergers but South Africa’s position has worsened significantly |
| 9 November 2009 | Asia continued to recover strongly in Q3 but elsewhere performance was much less uniform |
| 2 November 2009 | Some emergers are now considering the start of their “exit strategies” from loose monetary policy |
| 26 October 2009 | Latin America – heavy capital inflows reflect Brazil’s growing influence in the world economy |
| 19 October 2009 | Resumption of heavy capital flows to the emergers puts upward pressure on exchange rates |
| 12 October 2009 | A strong start to the recovery re-ignites investors’ enthusiasm for emerging market assets |
| 5 October 2009 | Seasonally adjusted GDP rose in a majority of large emergers in Q2 – with gains particularly big in Asia, boosted by both higher export & domestic demand |
| 28 September 2009 | Decisive move out of recession in Brazil in Q2; Mexico lagging behind but hopes of a pick-up in Q3 |
| 14 September 2009 | Strong Chinese lending growth in H1 in sharp contrast to developments in other emergers |
| 7 September 2009 | Strong pick-up in Asia in Q2 and some positive signs elsewhere…but recovery will not be smooth |
| 1 September 2009 | Mexico still in deep recession in Q2 but hopes of solid recovery in 2010 provided US economy stabilises and imports start to pick up |
| 24 August 2009 | Who has benefited from the pick-up in Chinese imports? |
| 17 August 2009 | Aggregate emerging markets’ GDP returns to growth in Q2, led by China. Mixed picture elsewhere, but as many countries are showing signs of improvement as remain weak |
| 10 August 2009 | Upgrades to Asian growth in 2009, led by China; but large parts of the rest of the world are still struggling |
| 3 August 2009 | Latin America – major easing in monetary policy probably at an end and solid recovery in Brazil may have started in Q2 |
| 27 July 2009 | Fairly widespread fall in headline inflation, though picture on underlying inflation more mixed; but the recession will soon drive all measures lower |
| 20 July 2009 | Central and Eastern Europe – emerging region hardest hit by global crisis due to structural weaknesses in many countries & dependence on exports to weak EU |
| 13 July 2009 | Burst of growth in parts of Asia in Q2, but recession deepened in a number of other key emergers |
| 6 July 2009 | Sharp changes in Chinese manufacturing sentiment may have magnified swings in industrial output in the rest of Asia over the last year |
| 29 June 2009 | Latin America – interest rate cuts continue; severe recession in Mexico driven by plunge in consumer spending and sliding exports and investment |
| 22 June 2009 | Some encouraging signs but crucial pick-up in global trade remains elusive |
| 8 June 2009 | Improvement in financial conditions & business confidence continues. Less destocking may boost GDP in Q2 but pick-up in exports still awaited |
| 1 June 2009 | Latin America – widespread moves to larger budget deficits & falling interest rates but the global crisis has hit Mexico much harder than Brazil |
| 26 May 2009 | Middle East – weighed down by lower oil prices and production cuts but still on course for marginal GDP growth this year |
| 18 May 2009 | FDI flows to the emergers – down but not out |
| 11 May 2009 | Significant improvement in sentiment and signs of stabilisation in some economies but others are still shrinking rapidly |
| 5 May 2009 | On average, financial conditions improving and some signs of stabilising in real economies – but how do countries compare to the average position? |
| 27 April 2009 | Latin America – orthodox macro policies have enabled access to new IMF funds and scope to fight recession with significant policy easing |
| 20 April 2009 | Fiscal policy boosts in the non-Asian emergers – generally significant though not as big as in Asia. However, Hungary has had to tighten aggressively |
| 6 April 2009 | Zero growth now in prospect for 2009, probably the worst performance since the 1930s, though some countries are at least showing a few positive signs |
| 30 March 2009 | Brazilian authorities accentuate the positive as G20 nears, but even large interest rate cuts will not prevent a contraction in 2009 |
| 23 March 2009 | Budget balances under strain not just from fiscal policy boosts but also rapidly sliding revenues |
| 16 March 2009 | Emerging Asian fiscal policy: a limited boost, but China could yet do more |
| 9 March 2009 | The need to ease policy but also retain credibility |
| 2 March 2009 | Emerging Europe: Between a rock and a hard place |
| 23 February 2009 | Latin America on brink of recession |
| 16 February 2009 | Assessing the slowdown in China |
| 9 February 2009 | No signs of improvement in January - prospects of deep recession will spur more rapid easing of policy |
| 2 February 2009 | Middle East economies hit by oil price plunge, lower output and credit crunch, but regional growth should still be positive in 2009 |
| 26 January 2009 | Scope to cut interest rates may help stave off (or at least limit) recession in Latin America |
| 19 January 2009 | Highly uncertain outlook after an awful 2008Q4 |
| 12 January 2009 | Slump in activity seen in all regions in Q4…with parts of Asia severely hit by plunging sales to China |
| 5 January 2009 | Dreadful data in November suggest large falls in Q4 GDP in much of emerging Asia |
| 15 December 2008 | Relative to trend, aggregate growth performance in 2009 will be even weaker than in 1998 |
| 8 December 2008 | Q4 data point to a very sharp slowdown across the emergers and justify further policy easing |
| 1 December 2008 | Latin America – trying to limit the damage of the global crisis but stubborn inflation is constraining ability to cut interest rates |
| 24 November 2008 | Varied response of monetary policy to crisis so far – but pressure growing for more to cut rates |
| 17 November 2008 | Signs of a very sharp and widespread slowdown in Q4 |
| 10 November 2008 | Succession of major real and financial shocks undermine growth across the emergers – with some particularly badly hit |
| 3 November 2008 | Q&A: The financial crisis |
| 27 October 2008 | Latin America gets caught up in the global financial turmoil – prompting some to increase state control |
| 20 October 2008 | Which of the emergers are most reliant on exports to the rapidly slowing developed economies? |
| 13 October 2008 | Credit crunch-induced flight from emerging market assets has been fairly indiscriminate to date |
| 6 October 2008 | Severity of credit crunch in developed economies will hit growth in emergers – with exports and investment to come under pressure |
| 29 September 2008 | Latin America - monetary policy still biased towards tightening despite global financial turmoil and G7 weakness |
| 22 September 2008 | Worsening in credit crunch will dent emergers but lower commodity prices should provide some offset |
| 8 September 2008 | Signs that inflation is peaking in the emergers but policy will have to remain cautious for some time |
| 1 September 2008 | Monetary policy still being tightened in Latin America in an effort to get inflation back to target |
| 26 August 2008 | Global headwinds are starting to hit growth in Central Europe, particularly in the 2004 EU entrants |
| 18 August 2008 | How fast is emerging Asia slowing? |
| 11 August 2008 | High inflation forcing interest rate hikes in many countries despite real income squeeze and weakening global trade |
| 4 August 2008 | Exchange rate developments reinforce anti-inflationary monetary policy in most of Latin America & Europe but more mixed in Asia |
| 28 July 2008 | Looking at real interest rates, monetary policy stance looks loose in Asia compared to Latin America and emerging Europe |
| 21 July 2008 | With inflation well above target, monetary policy is being tightened across much of Latin America |
| 14 July 2008 | Widespread tightening in monetary policy - in response to disturbingly high levels of inflation |
| 30 June 2008 | Latin America - monetary policy in Mexico and Brazil remains focused on bringing inflation under control |
| 23 June 2008 | Growth to come under increasing pressure as real incomes get squeezed, policy tightens and world trade slows – with East Asia ex China, Turkey and South Africa most vulnerable |
| 16 June 2008 | Reduced fuel subsidies add to inflation pressures in India, Indonesia and Malaysia – and further moves in these three and in China are likely by end-year or early 2009 if oil reaches $150pb |
| 9 June 2008 | With inflation still moving higher, boosted in some cases by cuts to oil subsidies, there’s increasing pressure for tighter monetary policy - at the same time as consumers are already feeling the squeeze |
| 2 June 2008 | Brazil achieves investment grade status but above-target inflation now leading to a series of interest rate hikes |
| 27 May 2008 | Central and Eastern Europe – growth outlook more varied now and risks may increase unless inflation is brought under control |
| 19 May 2008 | Inflation is diverging from trend much more in the emergers than in the developed economies – particularly in parts of Eastern Europe, the Middle East and Vietnam |
| 12 May 2008 | Inflation targets - reinforcing pressure on central banks to resist second-round effects of rising food and oil prices |
| 6 May 2008 | Many emergers still tightening monetary policy (or about to) as inflation concerns pre-dominate |
| 28 April 2008 | Latin America - fairly solid growth outlook, rising inflation is main challenge at the moment |
| 21 April 2008 | Strong rise in FDI flows in 2007, particularly to the commodity producers. FDI flows may be crucial this year for those with large current account gaps |
| 14 April 2008 | Growth still quite strong; inflation remains the key concern for the emergers, with many countries still tightening policy |
| 31 March 2008 | Latin America - withstanding global turmoil…for now at least…but Brazil’s external surpluses shrinking fast because of strong demand |
| 25 March 2008 | Despite weak US demand, Asian export growth remains quite strong, while rising commodity prices are driving up import bills sharply |
| 17 March 2008 | The GCC economy - persistently high oil prices should ensure solid growth, a large current account surplus and expanding SWFs |
| 10 March 2008 | Inflation still key concern. Asian exports remain robust. Risks for Turkey & South Africa increase |
| 3 March 2008 | Latin American regional focus - main markets show resilience but current accounts start to weaken |
| 25 February 2008 | South Africa - economic outlook under pressure from inflation, current account deficit and power crisis |
| 18 February 2008 | Central & eastern Europe: some are now feeling the impact of the credit crunch and it could get worse... |
| 11 February 2008 | Markets under pressure but BRIC domestic demand very strong; inflation remains a general threat |
| 4 February 2008 | Latin American focus - US developments worrying for Mexico, less so for Brazil and Argentina |
| 28 January 2008 | Financial markets battered by volatility stemming from the credit crunch but economies still robust |
| 21 January 2008 | Despite cuts to emergers’ GDP in PPP terms, it will exceed that of the major developed economies soon |
| 14 January 2008 | Buoyant emergers are a support to the developed economies, but also to each other |
| 7 January 2008 | Slightly slower growth in prospect this year, though BRICs offer support; inflation poses risks for some |
| 17 December 2007 | Emerging Asia should remain decoupled from US, EU and Japan provided OECD slowdown is not too severe |
| 14 December 2007 | Central banks coordinate action to alleviate pressures on short-term markets |
| 10 December 2007 | Strong domestic momentum should protect BRICs from all but very severe slowdown in the US and EU |
| 3 December 2007 | Latin American regional focus - resilient but not immune to the repercussions of the credit crunch |
| 26 November 2007 | How great are the inflation pressures in the emergers outside of food and oil prices? |
| 19 November 2007 | CPI inflation has picked up across most emergers – but this is largely down to rising food prices |
| 12 November 2007 | Robust growth maintained in most emergers in Q3, but some significant downside risks persist |
| 5 November 2007 | Latin American regional focus: outlook still quite robust as markets benefit from US rate cuts |
| 29 October 2007 | Exchange rates - how much have the emergers moved against the weakening US$ since 2002? |
| 22 October 2007 | High external debt and large current account deficits pose risks for parts of emerging Europe |
| 15 October 2007 | US demand is less important for the emergers’ exporters than it was at the start of the decade |
| 8 October 2007 | Strong growth in the emergers still – for some, food prices just as much a worry as state of US economy |
| 1 October 2007 | Latin American regional focus - calm after the storm in wake of US rate cut, underpinned by the BRICs |
| 24 September 2007 | Despite the global crisis, emergers’ monetary policy is still “business as usual”…for now at least |
| 17 September 2007 | Limited impact from credit squeeze given strong starting point and solid fundamentals |
| 3 September 2007 | Latin American regional focus - global market turmoil may pose biggest risks for Mexico |
| 28 August 2007 | Russia – a rapid climb up the league table of the emerging market economies |
| 20 August 2007 | Big falls in asset prices and currencies...but emergers much better placed to weather storm than a few years ago |
| 13 August 2007 | Chinese import growth...moderate in H1 compared to export growth but still a boost to other emergers |
| 6 August 2007 | Increased market turbulence may lead to fall in capital inflows but not dent growth too much |
| 30 July 2007 | Latin American regional focus: largest economies well placed to withstand rise in financial turbulence |
| 23 July 2007 | Food price inflation – a worry for the emergers? |
| 16 July 2007 | Surging capital flows into the emergers…but danger of reversal in some if global environment worsens |
| 9 July 2007 | Robust growth continues…risks from inflation and deficits concentrated in relatively few economies |
| 2 July 2007 | Less benign environment may renew concerns over risk…particularly in markets that have soared |
| 24 June 2007 | Investment trends in the emergers and their possible impact on global real interest rates |
| 17 June 2007 | East Asian trade: Chinese exports continue to surge, others show more moderate and patchy growth |
| 11 June 2007 | Monetary policy moves…influenced by position in the economic cycle and success on inflation |
| 4 June 2007 | Key Latin American markets shine through but picture not uniform... |
| 29 May 2007 | FX reserves also rising significantly in some medium-sized emergers as surpluses and capital inflows put upward pressure on exchange rates |
| 21 May 2007 | FX reserves shooting up in the largest emergers … but size of tolerated appreciation against the US$ depends on country-specific factors |
| 14 May 2007 | Fiscal policy in central Europe – still work to do |
| 8 May 2007 | In the absence of a sharper US slowdown, wide diversity of factors shaping growth in the emergers |
| 30 April 2007 | Brazil looks to larger rate cuts, Mexico hopes to avert slide on US slowdown |
| 23 April 2007 | What a difference a decade makes |
| 10 April 2007 | Though US economy sets the background, domestic factors key to 2007 performance in many emergers |
| 2 April 2007 | Interest rate conundrums abound: in US and in Latin America also |
| 26 March 2007 | Rapid Chinese export growth indicates competitive squeeze on other Asian exporters continues |
| 19 March 2007 | Will central European governments make the most of the growth dividend? |
| 12 March 2007 | Drop in emerging market assets…follows on from big gains driven largely by better fundamentals |
| 5 March 2007 | Market correction may refocus Latin America risk |
| 26 February 2007 | Buoyant credit growth across the emergers |
| 19 February 2007 | China’s commodity demands – still very strong |
| 12 February 2007 | Modest slowdown in world trade to take the edge off growth in the emergers. But China & India still strong, Brazil & Indonesia picking up |
| 5 February 2007 | 2006 – a buoyant year for FDI flows, reaching a wider range of countries, outflows also rising |
| 29 January 2007 | Strategies in the battle for growth: tales from Venezuela, Argentina and Brazil |
| 22 January 2007 | Emerging markets – a rapidly growing and significant source of demand for German and US exporters |
| 15 January 2007 | Despite the protectionist rhetoric, Asia’s share of US imports is little different from a decade ago |
| 8 January 2007 | Some deceleration likely in 2007, but broadly robust picture set to continue. Specific risks a danger for India, Turkey and South Africa |
| 18 December 2006 | Brazil and Mexico in 2007 -- problems versus opportunities for Lula and Calderon |
| 11 December 2006 | Modest effects of US slowdown so far, but triggers Asian currency gains and China’s soaring trade surplus adds to pressure |
| 4 December 2006 | Could China’s 2007 trade surplus exceed US$250bn? And what will this buy? |
| 26 November 2006 | Central Europe: good economics, bad politics |
| 20 November 2006 | Brazil – limited options but “more of the same” should bring steady growth of around 4% |
| 13 November 2006 | Strong growth in China and India continues but more modest performance elsewhere |
| 6 November 2006 | Indian monetary policy – is it tight enough? |
| 30 October 2006 | Is China’s GDP getting out of line with demand once again? |
| 23 October 2006 | How great is the emergers' reliance on the US? |
| 16 October 2006 | Emerging markets should withstand moderate US slowdown |
| 9 October 2006 | Commodity demands in the emergers |
| 29 September 2006 | Crisis, what crisis? |
| 22 September 2006 | Uncertainty about the US: Less important for China & India, but more crucial for rest of Asia |
