22 Feb 2012
Markets took the news that Hugo Chavez will again seek medical treatment as positive for Venezuela's opposition
22 Feb 2012
Data suggests the economy continues to boom - but the government may struggle to contain peso appreciation, increasing the risk it will dabble with capital controls
20 Feb 2012
The central bank's decision is seen as the first step towards looser monetary policy - but in reality interest rate hikes are more likely, say analysts at Credit Suisse
17 Feb 2012
Our selection of emerging markets-focused commentary on markets, economics and international policy, updated throughout the week
16 Feb 2012
Sovereigns turning to sukuk to replace traditional financing is the lead story in our round-up of this week's articles on Emerging Markets Online
14 Feb 2012
Lower inflation should allow the Reserve Bank of India to cut rates within months – so long as the eurozone crisis doesn’t bring capital flight risks to the fore
07 Feb 2012
Recent financial crises have only reinforced the allure of piling up on FX reserves, a process that's delaying the rebalancing of global demand while adding to the stockpile of US Treasuries.
07 Feb 2012
US fast-food conglomerate Yum! Brands' latest China sales figures and Chinese expansion efforts serve as an imperfect bellwether for the Asian nation's retail outlook
06 Feb 2012
Government spending cuts could be one way to stem the currency appreciation tide in Latin America, says Capital Economics, but at a cost. Still, it will do little to reduce potential distortions in the financial sector
06 Feb 2012
A eurozone-induced global financial crisis could trigger a crash landing for the Chinese economy unless Beijing enacts a fresh stimulus, the IMF has warned.
06 Feb 2012
The collapse of Hungary's national airline will heap more pressure on the country's already stretched finances, analysts warn
06 Feb 2012
Investors could turn on Romania if it abandons its tough austerity commitments following the resignation of prime minister Emil Boc, analysts warn
03 Feb 2012
It feels like 2010 again: an EM currency rally, US angst over Chinese currency policy, and global 'currency war' fears.
02 Feb 2012
The IMF has given Argentina six months to improve the accuracy of its inflation numbers, amid warnings that continued under-reporting will lead to a painful adjustment and possible recession
02 Feb 2012
Expectations are mounting that Brazil may intervene to stem recent sustained currency appreciation and inflows, raising fears of renewed currency and trade tensions across developed and emerging markets
02 Feb 2012
Recent currency gains and a reduced current account deficit appear to suggest that Turkey’s unorthodox policy mix is working. But analysts warn that the risks of a hard landing remain severe
01 Feb 2012
The IMF's decision to review whether China's currency is still "substantially undervalued" could prove a political bombshell given the US election season and the Fund's desire to tap Beijing for funding.
01 Feb 2012
The Reserve Bank of India's monetary policy bind - boosting growth and liquidity without fueling inflation - is set to remain firmly entrenched, even amid a tentative recovery in the rupee
27 Jan 2012
Our selection of emerging markets-focused commentary on markets, economics and international policy, updated throughout the week
27 Jan 2012
Markets are betting that EM central banks will cut rates in earnest, but their capacity to act remains constrained by ongoing concerns over currency, capital flows and inflation
27 Jan 2012
By announcing a 2% inflation goal, the US Federal Reserve appears to be following in the foosteps of long-standing emerging market inflation targeters at a time when many are increasingly tilting towards growth
26 Jan 2012
Brazil’s central bank indicated that interest rates will fall below 10% this year, but how far they cut and for how long will depend on fiscal policy
26 Jan 2012
The US Federal Reserve has strongly hinted that it may sanction a further round of quantitative easing in the coming months, posing policy challenges for emerging markets
25 Jan 2012
Thai rate cut highlights how monetary easing in the Asean region this year is set to outpace the post-Lehman maelstrom, according to Nomura.
25 Jan 2012
China's historic decision to miss the World Economic Forum is rich in symbolism and has stirred debate
25 Jan 2012
Hungary’s surprise rate hold does not suggest that Budapest is close to an agreement with the EU. Expect more rate rises, currency weakness and rising bond yields, analysts warn
24 Jan 2012
The European Bank for Reconstruction and Development forecasts 3.1% GDP growth in the region in 2012, but warns that any worsening of the eurozone crisis could trigger recession
24 Jan 2012
The International Monetary Fund is the latest high-profile organisation to cut its EM growth outlook for 2012, but stopped short of a recession warning.
24 Jan 2012
The Reserve Bank of India kept rates on hold, warning that fiscal consolidation is critical to create the space to cut rates without the imminent risk of resurgent inflation
23 Jan 2012
Investors are betting on a slew of EM rate cuts this year but FX volatility and stubborn inflation might spoil the stimulus party
23 Jan 2012
The move by Israeli central bank governor Stanley Fischer, a renowned monetary policy prophet, sugggests further rate cuts across EM
23 Jan 2012
Asian export economies are now better insulated against a slowdown in Europe and the US than they were in 2008-9, according to new research
20 Jan 2012
The apparent decoupling between asset markets – EM equities, in particular - and continued macro stress this week is a source of optimism for some and fear for others. Take your pick.
19 Jan 2012
Crisis talks with private sector debt holders are reaching a climax, but even if a deal is reached, it will do little to resolve Greece’s chronic fiscal problems
19 Jan 2012
The bulk of the $600 billion in new funds sought by the IMF will have to come from large emerging economies. It's do or die.
19 Jan 2012
Warnings that loose monetary policy to turbo-charge growth to 7% could sow the seeds of a hard landing in two years time
19 Jan 2012
Mexican pension funds – holding some $121bn of assets – have generated strong real returns in recent years and could provide a strong technical bid for domestic stocks
18 Jan 2012
Further house price falls in December have heightened fears that a property crash will significantly drag down growth in 2012
18 Jan 2012
A new Vienna Initiative is urgently needed to prevent financial system meltdown in Central and Eastern Europe, key stakeholders have warned
18 Jan 2012
Currency weakness has driven energy costs in Europe to near-record highs, analysts warn
18 Jan 2012
A Lehman-type event in Europe or the US could shave more than 4% off GDP growth in developing nations, the World Bank has warned
17 Jan 2012
China’s latest growth numbers should dispel fears of an imminent hard landing, but property concerns are beginning to bite
17 Jan 2012
The European Commission has launched legal proceedings against Budapest, raising the stakes in bitter negotiations over a financial rescue package
17 Jan 2012
Saudi Arabia’s move to keep oil prices at $100 a barrel highlights fiscal concerns and could have profound regional and global implications
17 Jan 2012
Talks on a new Vienna Initiative to prevent banking sector collapse across Central and Eastern Europe have so far failed to yield concrete results
16 Jan 2012
Standard and Poor's decision to downgrade nine eurozone sovereigns has heightened the risks for Central and Eastern Europe, experts warn
16 Jan 2012
The odds of a balance-of-payments crisis in Egypt are uncomfortably high, despite talks this week between the capital-starved nation and the IMF
16 Jan 2012
New figures show Indian inflation at a two-year low, but analysts warn that the structural drivers of price growth remain intact
16 Jan 2012
The Nigerian government has partially reinstated fuel subsidies, throwing into sharp relief the limitations of its reformist push
09 Jan 2012
A slowdown across the emerging economies is all but inevitable in 2012, as policymakers grapple with both external and domestic pressures