bullish

Emerging Markets Outlook and Strategy for September 2025

696 Views15 Sep 2025 14:09
Podcast
SUMMARY
  • Global growth has been better than expected, particularly in emerging markets, due to strong export performance and tech cycle strength
  • China's growth is expected to slip below 3% in the second half, with domestic demand slowing sharply
  • Despite the growth resilience in EM, central banks are expected to continue their gradual cutting cycle due to weak domestic demand and disinflation trends

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
  • Loading...
x