Webinar

EMs’ year ahead – time to pick up a few gems as the steam roller passes by

In our annual outlook for global emerging markets, we highlight those EMs most vulnerable to weak global demand and a strong dollar in 2023. Better news is that tail risks associated with very high import prices will fade; and we show which economies and markets stand to benefit most from falling inflation, ahead-of-the-curve policies and any resumption in capital inflows. Finally, we assess implications of global policy impotence to deal with this wave of sovereign distress.

Gabriel Sterne

Head of Global Emerging Markets

Private: Gabriel Sterne

Head of Global Emerging Markets

London, United Kingdom

Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views.  In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.

Lucila Bonilla

Global EM Senior Economist

+44 (0) 203 910 8144

Lucila Bonilla

Global EM Senior Economist

London, United Kingdom

Lucila holds a BA in Economics and a master’s degree in Economics of Public Policy from the Barcelona School of Economics. Her research focuses on emerging markets macro and strategy, along with country-specific coverage of Argentina and Uruguay. She joined Oxford Economics after working at one of LatAm’s top economic think tanks and several international organisations (ECLAC, UNDP, OECD).

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