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Emerging Markets

Need to Know . . . Multiple benchmarks have shown a relative decline in competitiveness and ease of doing business for most European countries The most competitive economies were least buffeted by the Great Recession, showing resilience and stability Among 29 European countries, only...
The sudden turnaround in the political turmoil in Ukraine now has the potential for a geopolitical game-changer. If the EU faces continued political turbulence on its border with Ukraine that involves Russia, this stands to have economic ramifications. Of course it’s difficult to make out the...
Need to Know . . . The overall public debt, including off-budget liabilities for local governments, was estimated to be between 45% and 70% of GDP in 2012 More than half of the debt was due within three years, and the distribution of local government debt was uneven, with some local...
Not all emerging markets are created equal. You’d think that this platitude would have sunk in among the investing public by now. Well, the herd mentality still takes the upper hand, at least early in a crisis, when overdrawn panic sets in. Yet a recent sell-off of emerging assets turned out to be...
Rather than focus on offshoring or even “reshoring”—a term used to describe the return of manufacturing to developed markets as wages rise in emerging ones—today’s manufacturing strategies need to concentrate on what’s coming next. A next-shoring perspective emphasizes proximity to demand and...
European Industrial Outlook:Recovery Still Slow and Hesitant Need to Know . . . Most industrial sectors in the Eurozone are past the trough of the second recession; they are in a phase of decelerating decline Central European manufacturing is growing again, with the majority of sectors past...
Introduction Trade in final goods is increasingly being replaced by trade in intermediate inputs as a result of the international fragmentation of production processes over the last two decades. This trend complicates traditional customs-based trade statistics, which record the full value of trade...
Introduction China is the largest manufacturing economy in the world, with a 22% share of manufacturing activity. The U.S. is in second place with a 17.4% share. China has achieved this position through extremely fast growth in physical volume of manufacturing activity with modest inflation. China...
According to the manufacturing Purchasing Managers’ Index (PMI) released by the HSBC, manufacturing production continued to expand in all major countries in the region, with their PMIs staying above the crucial threshold of 50. More specifically, in China and India, manufacturing activities...
  Asian Manufacturing Outlook Growth Stabilizes in the Third Quarter; Modest Recovery Expected in 2014 Regional Overview Reflecting the modest and uneven improvement in global economic activity, recent indicators for Asian economies have been mixed, with the positive regional impact of stimulus...

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