Global EM Key themes for 2024 – disinflation prevails

Date: Tuesday 5 December 2023

Global economic travails will present a challenge for EMs next year, but we see EM disinflation progressing more smoothly than 2023. Covid and other legacies will still trouble several EMs; we outline our biggest concerns and where we see the greatest opportunities.

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.

Sergi Lanau

Director of Global Emerging Markets Strategy

Sergi Lanau

Director of Global Emerging Markets Strategy

London, United Kingdom

Sergi’s research focuses on emerging and frontier markets. He joined Oxford Economics in 2023. He previously worked on emerging markets and the eurozone at the Institute of International Finance and IMF. He began his career at the Bank of England.

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