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Emerging markets

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Pockets of value in frontier markets

Research Briefing

Four trends shaping long-term shifts in urban consumer markets

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The worst is likely over, but growth will be subdued

Research Briefing

Asia Pacific city employment growth slows in 2023, except in China

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China travel recovery: Timings are clear, but magnitude remains uncertain for 2023

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Disinflation will trigger some EMs to pivot ahead of the Fed

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Brighter skies ahead for global air passenger demand

Latin America

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Our most (and least) preferred macro stories in Latin America this year

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The Impact of HMC Schools on the UK Economy

Research Briefing

China: Emerging green shoots in Spring, but not out of the woods

MENA Region

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Middle East 2023 outlook: The shine comes off GCC recovery

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Frontier market outlook: some attractive valuation gaps

Research Briefing

Untangling financial conditions in the ASEAN-5

Research Briefing

A faster reopening for China – but at what cost?

Research Briefing

The long-term outlook for Middle Eastern and North African cities

Research Briefing

Key themes 2023 – Emerging markets look relatively resilient

Research Briefing

Key themes 2023 – LatAm central banks to debut rate cuts

Research Briefing

Global macro strategy themes and top trades for 2023

Research Briefing

A choppy outlook for China heading into a likely H2 2023 reopening

Research Briefing

Cause for optimism on EM capital flows after awful period

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