New Economy
GLOBAL INSIGHT: Three Takeaways on the Emerging Market Outlook
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(Bloomberg Economics) -- A prolonged war, rattled markets and fading commodity rents are putting pressure on key emerging markets. In Europe, Ukraine’s incursion in Russian territory is a risky gamble that might give the country more leverage for negotiations to end the war. For Brazil, it could mean tightening monetary policy further to appease markets amid fiscal and credibility concerns. For many rentier Middle Eastern countries, the challenge is finding political, not just economic, solutions to diversify their economies.
Our big takeaways from the past month: