14 September 2019
Early this year, despite having highlighted a bleak picture for global growth and the persistence of political risks, we pointed out that emerging markets (EM) were set to enter 2019 on a more...
09 March 2019
With a more dovish US Federal Reserve (Fed) and positive developments in global trade disputes, emerging markets (EM) have benefited from a substantial recovery in risk sentiment. However, recent...
08 December 2018
As large emerging market (EM) economies catch up and continue to grow faster than major advanced economies, the G-20 dynamics evolve, making it an ever more important arrangement for global economic...
15 September 2018
After more than four years in the doldrums, world trade volumes have rebounded strongly over the last two years. In fact, according to data from the Dutch Bureau for Economic Policy Analysis (CPB), a...
24 March 2018
Turkey’s economy experienced a strong growth upturn in 2017. Growth accelerated to an estimated 6.8% compared to 3.2% in 2016. We expect growth to moderate to 5.4% and 5.3% in 2018 and 2019...
25 November 2017
The world is awash with liquidity. After two years of subdued global capital flows, investors have flocked to both advanced economy (AE) and emerging market (EM) risk assets in 2017 with most of the...
27 April 2014
Capital flows to emerging markets (EMs) recovered in February and March 2014 leading to calmer financial markets. However, the fundamental weaknesses in specific EM economies have not been fully...
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