Emerging Markets Monitor

Weekly coverage of fixed income, FX, interest rates, commodities, equities and funds across emerging markets

Latest Emerging Markets Monitor Analysis

Economic Analysis - Key Themes For 2018 - 01 JAN 2018

Key global themes that BMI expects to play out in 2018 include a divergence between developed and emerging market economic growth, US-led conflict over trade and potentially with North Korea, and a regulatory backlash over disruptive technologies.


Economic Analysis - Q3 Growth Rate Masking Vulnerabilities - 18 DEC 2017

BMI View: Turkey's very strong year-on-year GDP growth rate in Q317 was flattered by base effects from a contraction in Q316, while growth actually slowed in quarter-on-quarter terms, indicating a loss of momentum. Nevertheless, government stimulus has heightened overheating risks, and the current pace of growth is unsustainable.