Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
Finding opportunities in less well-known markets
Argument against case for Thursday rate hike
Global economy losing momentum as policy risks rise
Knockout contest by measuring each country's growth forecast
Eurozone inflation eased back to a rate of just 1.1% in February. As in the US, there is some indication of a modest pick-up in wage growth, and this has in the past been closely associated with the rate of inflation in the service sector.
Slowing business investment growth
Comment by Janet Mui