Moody's Talks - Emerging Markets Decoded

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Middle East: from geopolitical tensions to Islamic finance

Moody’s analysts discuss the increased risk for sovereigns from escalation of the Israel-Iran conflict, and then shift to the growing demand for Islamic finance.

Published 04/30/24

EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows

Growth will slow in 2024 then stabilize in 2025 in most emerging markets. We have raised our forecasts for Asia, Central-Eastern Europe, the Middle East and Africa but lowered them for Latin America.

Published 04/15/24

China’s push to shift economic growth engines faces hurdles but will benefit some EMs

It will take time and effort for sectors like tech and EVs to drive China’s GDP growth, and geopolitics is a risk. But emerging markets supplying relevant goods and services to China stand to benefit.

Published 04/01/24