is sometimes a tendency amongst commentators to treat emerging
as if they are a homogeneous group; all succeeding or failing together.
In reality, these developing countries are each subject to their own
unique circumstances that push them forward or hold them back.
Neighbouring countries can have radically different prospects depending
on internal issues like the availability of natural resources,
demographic trends or political stability.
the examples of Vietnam and Thailand. Not hugely different in terms of
populations and with similar trade opportunities, their prospects
differ starkly. Vietnam’s growth is buoyed by strong domestic
demand and foreign investment while Thailand’s performance is
undermined by sluggish exports and a deteriorating political situation.
forecasts for emerging markets in 2016 start to appear, it’s
worth bearing in mind that no two countries are the same. Below are
some articles published on EMIS in the last week that exemplify this
uneven picture. As always, I appreciate your
on which markets offer opportunity or risk in the next twelve months.
Chief Executive Officer