Emerging and developing countries: how will they weather the #Energy shock?
Read François Faure's complete editorial in our latest #EcoWeek
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#EmergingEconomies
Emerging and developing countries: how will they weather the energy shock?
🌍 #Emerging and developing countries: how will they weather the energy shock?
Four years on from the shock caused by the conflict in Ukraine, #EmergingEconomies are facing a new external challenge: soaring prices for #Oil and #Gas.
François Faure’s editorial
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Chile’s economic growth will slow very slightly in 2026 but will remain close to its potential, while inflation will fluctuate around the 3% target. The mining sector continues to be an important driver of growth: high copper and lithium prices are bolstering exports and investment projects. Hélène Drouot
Strong exports helped the Mexican economy to avoid recession in 2025, despite geopolitical tensions. Sluggish investment is a structural weakness in the country, and the outlook is not favourable. However, driven by household consumption, activity is expected to rebound in 2026, and Mexican growth could reach its potential. Hélène Drouot
Economic growth remains strong, with a positive short-term outlook fuelled by the rebound in oil production and the performance of the private sector. However, this growth coincides with widening twin deficits. The investment requirements of the Vision 2030 transformation initiative are straining public finances and external accounts. Stéphane Alby
The South African economy has shown resilience in the face of the shocks that marked 2025. Despite severe protectionist measures taken by the United States, the deterioration in external accounts has been moderate thus far, thanks to a strong performance in raw-material exports. Lucas Plé
📊 Our latest issue of #EcoPerspectives #EmergingEconomies, is available.
Read the latest analyses of Hélène Drouot, Stéphane Alby and Lucas Plé on the topics of 🇨🇱 #Chile, 🇲🇽 #Mexico, 🇸🇦 #SaudiArabia and 🇿🇦 #SouthAfrica
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Poland's economy is impressively dynamic. In 2025, the country posted the highest growth rate in Central Europe and one of the highest in the European Union. This growth pattern should, yet again, be observed in 2026. Inflation is projected to remain within its target range in 2026 and 2027. Cynthia Kalasopatan
The Turkish economy has experienced a moderate deceleration despite a flat labour market since 2024 and a reduction in exports in the second half of 2025. Concerns linked to political tensions in March 2025 have dissipated. Consumption is slowing but remains buoyant thanks to renewed disinflation and the use of credit. François Faure
The Argentine economy has avoided recession due to strong exports. Fiscal policy will remain restrictive, while inflation has picked up again in recent months. Growth is expected to slow in 2026 before rebounding in 2027. Empowered by his party's gains in the October 2025 mid-term elections, President Milei aims to push through his structural reforms swiftly. François Faure
The Brazilian economy is navigating between two currents: on the one hand, signs of a cyclical slowdown are mounting under the effects of monetary tightening; on the other hand, rebalancing mechanisms are emerging: disinflation is ongoing, interest rates cuts are in sight, the labour market is adjusting gradually to a more sustainable equilibrium, and economic growth is moving closer to its long-term potential. Salim Hammad
📊 Our latest issue of #EcoPerspectives #EmergingEconomies, is available.
Read the latest analyses of Cynthia Kalasopatan, François Faure and Salim Hammad on the topics of 🇵🇱 #Poland, 🇹🇷 #Türkiye, 🇦🇷 #Argentina and 🇧🇷 #Brazil.
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China's economic growth model is based on imbalances, characterised by sluggish domestic demand, excess production capacities, strong exports and the pursuit of self-sufficiency, which have implications for its trading partners. Christine Peltier
India’s economic growth is projected to be +7.6% for FY 2025/26, ranking among the highest in Asia. Monetary easing and VAT cuts have bolstered domestic demand. The medium-term outlook remains favourable. The reduction in US tariffs and the gradual rollout of new free trade agreements should bolster exports. Johanna Melka
Malaysia’s economic growth continues to be robust and is projected to remain resilient over the next two years, underpinned by vigorous domestic demand and sustained global consumption of electronic goods. Unlike other ASEAN economies, however, Malaysia has derived little benefit from the decline in Chinese exports to the US market. Johanna Melka
All eyes are on the general elections on 12 April which will encapsulate the key issues facing Hungary. Regardless of the outcome of the election, Hungary’s economic growth is expected to recover in 2026 and 2027, driven by more favourable export and consumption prospects. Cynthia Kalasopatan
📊 Our latest issue of #EcoPerspectives #EmergingEconomies, is available.
Read the latest analyses of Christine Peltier, Johanna Melka and Cynthia Kalasopatan on the topics of 🇨🇳 #China, 🇮🇳 #India, 🇲🇾 #Malaysia and 🇭🇺 #Hungary.
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Emerging countries with strategic resources, such as critical metals and semiconductor production capacities, have become key players in the rise of AI. Those that are well positioned in AI supply chains have both a growth engine and a major geopolitical advantage. Asia's industrialised economies, which account for over 85% of the world's exports of electronic chips, are best placed to benefit from the increasing demand for AI. Christine Peltier
The development of AI depends largely on the availability of abundant and reliable electricity. To attract investment in the AI sector, emerging countries must therefore consider significantly increasing their electricity generation capacity and establishing networks capable of continuously powering data centres. Pascal Devaux
📊 Our latest issue of #EcoPerspectives #EmergingEconomies, is available.
Discover Christine Peltier and Pascal Devaux's analysis of the rise of #AI in emerging countries and the resulting #Energy challenges.
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Emerging Economies should be given equal treatment and Companies should account for needed wage growth.
#Globalization
#EmergingEconomies
🌍 #EmergingEconomies in 2026: cautious confidence
In 2025, emerging economies demonstrated remarkable resilience in the face of multiple shocks.
🔮 In #2026: the central scenario anticipates a slowdown in growth
#Geopolitics
Read François Faure's analysis 👉 bnpp.lk/bppmmb
Emerging economies — Solid #Growth, limited room for manoeuvre.
In this new podcast, Hélène Drouot and Lucas Plé explore the #PublicFinances of #EmergingEconomies in 2025, with an analysis of our latest #EcoPerspectives issue.
Listen to the full episode here 👉 bnpp.lk/0L9XDE
China, Russia and India emerging economies — important members of Global South: Beijing yespunjab.com?p=190681
#ChinaIndiaRussia #GlobalSouth #EmergingEconomies #IndiaRussiaRelations #IndiaChinaTies #PutinIndiaVisit #BilateralCooperation #RegionalStability #GeopoliticsAsia #ModiPutin
In developing countries, where economies are growing fast, it is even worse. Energy demands are soaring. #Emergingeconomies will account for 85% of added electricity demand 2025-2027.
The Asian Development Bank has revised its energy policy to allow direct support for nuclear power, signalling a notable shift in how multilateral lenders approach baseload generation in emerging Asian economies. Bne IntelliNews #ADB #WorldBank #NuclearPower #EnergyPolicy #EmergingEconomies
Emerging economies: Will growth hold up as well in 2026?
#EmergingEconomies performed better than expected in 2025, thanks to #Growth in exports and easier financing conditions. However, 2026 will bring many challenges.
Read Christine Peltier's #EcoWeek editorial 👉 bnpp.lk/baAYVb
Colombia: In Colombia, economic growth is rebounding after two years of poor performance, but several sectors are still lagging behind and investment is still weak. Attention is now turning to the 2026 parliamentary and presidential elections, which could lead to major shifts in economic and fiscal policy. Lucas Plé
Egypt: The gradual stabilisation of the Egyptian economy is ongoing, driven by the restoration of foreign currency liquidity, even though the pace of reforms has been uneven. The rebound in activity, bolstered by household consumption, has exceeded expectations, despite a restrictive fiscal and monetary environment. Pascal Devaux
Morocco: The Moroccan economy continues to gain momentum. Largely unaffected by the tightening of US tariff policy, it has recorded solid GDP growth since the beginning of the year. Domestic demand is strong, driven by investment. Despite headwinds in the automotive sector, macroeconomic risks are contained, and the economic outlook is positive. Stéphane Alby
📊 Our latest issue of #EcoPerspectives #EmergingEconomies, is available. Read the latest analyses of Lucas Plé, Pascal Devaux and Stéphane Alby on the topics of 🇨🇴 #Colombia, 🇪🇬 #Egypt and 🇲🇦 #Morocco
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Brazil : As a result of monetary tightening, Brazil's economic growth has been losing momentum over the last two quarters. Nevertheless, the slowdown in domestic demand is facilitating the disinflationary process, which is further bolstered by decreasing food and oil prices, along with the appreciation of the real. Salim Hammad
Mexico : Mexican economic growth held up well in the first half of 2025. The slowdown is expected to be more pronounced in the coming quarters: export momentum is likely to diminish due to the implementation of US tariffs, while domestic demand is expected to remain sluggish. Inflation is expected to decelerate moderately, and the cycle of monetary policy easing is likely to continue in 2026. Hélène Drouot
Argentina: Since the spring, the macroeconomic and financial situation has deteriorated significantly. The successful stabilisation of 2024 was ultimately short-lived. The economy is expected to have formally entered recession in the third quarter. François Faure
📊 Our latest issue of #EcoPerspectives #EmergingEconomies, is available. Read the latest analyses of Salim Hammad, Hélène Drouot and François Faure on the topics of 🇧🇷 #Brazil, 🇲🇽 #Mexico and 🇦🇷 #Argentina
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Türkiye: Turkish economic growth is slowing down. Excluding changes in inventories, final demand contracted in Q2 2025, after slowing significantly in Q1. In doing so, it rebalanced with less consumption and more investment. The contribution of foreign trade has become negative, but for the time being, the current account deficit remains contained. François Faure
Poland: Poland is expected to join the group of the world's 20 largest economies by 2025. Its GDP in nominal terms is expected to exceed USD 1 trillion this year. The country could also see its GDP per capita (in volume and PPP terms) surpass that of Japan, according to IMF forecasts. Cynthia Kalasopatan Antoine
Romania: Electoral uncertainty weighed heavily on Romania's economic activity last year. In 2025 and 2026, real GDP growth is expected to improve only slightly. Inflation has accelerated over the past two months and will continue to rise in the short term, while it is ticking lower in all Central European countries. Cynthia Kalasopatan Antoine
📊 Our latest issue of #EcoPerspectives #EmergingEconomies, is available. Read the latest analyses of François Faure and Cynthia Kalasopatan Antoine on the topics of 🇹🇷 #Türkiye, 🇵🇱 #Poland and 🇷🇴 #Romania.
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Growth in emerging economies has remained solid since the beginning of the year, thanks in particular to buoyant exports and easing financial conditions. Up until the summer, the front-loading of purchases in anticipation of tariff increases in the United States stimulated trade. In addition, global trade flows have been reorganised. Christine Peltier
After a solid start to the year, Chinese economic growth has gradually slowed. Thanks to a rapid reorientation, exports have weathered the US tariff shock well. They are the main driver of economic activity, while domestic demand remains stubbornly fragile. Christine Peltier
India's economic growth surprised on the upside between April and June 2025. However, activity is less dynamic than it appears, and the downside risks to growth are high. To support domestic demand and offset the impact of the rise in US tariffs on activity, the government has announced a reduction in VAT rates, even though its fiscal room for manoeuvre is limited. Johanna Melka
Indonesia is less exposed to the consequences of the US tariff increases than other ASEAN countries, but risks are tilted to the downside. Companies have begun to suspend their investments and the authorities have stepped up measures to support the economy. The central bank has cut its key interest rates more than in other Asian countries. Johanna Melka
📊 Our latest issue of #EcoPerspectives #EmergingEconomies, is available. Read the latest analyses of Christine Peltier and Johanna Melka on the topics of 🇨🇳 #China, 🇮🇳 #India and 🇮🇩 #Indonesia.
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Haven’t posted here for a while, but let me share that I’m looking forward to this next week 😊 Thanks very much to Francesco Zirpoli Bruno Perez Almansi & VSM for inviting me and organising! #automotive #emergingeconomies #justtransition
For the first time since the Industrial Revolution, the major emerging economies including China, India and Indonesia have seen GDP as a percentage of the UK’s GDP increase as the leading BRICS countries start to… Bne IntelliNews #EmergingEconomies #BRICS #AsiaGrowth #GDP #EconomicDevelopment
BRICS Payment System Expands to 185 Countries
#BinanceCoin #Brics #emergingeconomies #globaltrade #paymentsystem
Back in April 2024, available online first
“External debt, state ownership and technical efficiency: A stochastic frontier analysis of emerging economies” by Woon Kan Yap, Fakarudin Kamarudin & Jenny Gryzelius
link.springer.com/article/10.1...
#PortugueseEconomicJournal #EconSky #EmergingEconomies
▶️ Despite tariff shocks, #EmergingEconomies have fared relatively well since the beginning of the year. How did monetary policy play in that performance?
Here is Salim Hammad's answer, in our latest #SpecialEdition 🎥👉 #MonetaryPolicy: What's next?
Watch the full video here 👉 bnpp.lk/oDYR1b
So grateful to DriveElectric | ClimateWork and #partners for making this inaugural cohort possible Facilitating this Fellowship of 12 young leaders from nine #emergingeconomies had been a huge honor. #EVs
🇲🇽 🇧🇷 🇨🇱 🇨🇴 🇿🇦 🇰🇪 🇮🇩 🇻🇳 🇮🇳
www.driveelectriccampaign.org/blog/leapfro...
Jeffrey Sachs slams Trump’s India tariffs, calls them ‘stupidest move’ in US foreign policy yespunjab.com?p=154624
#JeffreySachs #TrumpTariffs #USIndiaRelations #BRICS #GlobalTrade #TradePolicy #EmergingEconomies #USForeignPolicy #IndiaTariffs #EconomicNews #TradeBlunders #InternationalRelations
🚨 BREAKING:l
China calls Brazil its top diplomatic partner, highlighting strong trade, tech, and global ties.
Beijing and Brasília plan deeper collaboration as a model for emerging economies.
#China #Brazil #Diplomacy #Trade #BreakingNews #GlobalPolitics #EmergingEconomies #InternationalRelations
How can the concept of smart cities help emerging economies? And what part do international standards play?
Read the full story: www.iec.ch/blog/why-cit...
#SmartCities #EmergingEconomies #Sustainability #Innovation #IECEmergingTech #DigitalTransformation #Infrastructure #SDGs #IECStandards