Dear K,
You're invited to BMI's upcoming Emerging Markets Key Themes for 2025 <[[
https://www.fitchsolutions.com/bmi/events/emerging-markets-key-themes-2025-05-12-2024?utm_campaign=em-key-themes-2025&utm_medium=email&utm_source=marketo&utm_content=inv1txt&utm_term=crir-webinar]]> webinar.
The US election has created significant uncertainty for economies across the world. While it is too soon to fully map out the impact of a shift in US policy, this webinar will provide a quick guide to how EMs will perform in the new global context; where there are risks and which economies have the opportunity to outperform.
The webinar will cover global growth, monetary and
fiscal policy, and the risks to global trade. There will be a focus on environmental policy and what the election of Donald Trump means for the energy transition. Finally, we will discuss the roll of India in the context of US protectionism and slowing Chinese growth.
I will be hosting this webinar on Thursday, 5th December 2024 at 16:00 Singapore SGT | 12:00 Dubai GST | 17:00 Tokyo JST and I hope you can join us <[[
https://www.fitchsolutions.com/bmi/events/emerging-markets-key-themes-2025-05-12-2024?utm_campaign=em-key-themes-2025&utm_medium=email&utm_source=marketo&utm_content=inv1txt&utm_term=bmi-webinar]]>.
The key discussion topics of the webinar will be:
- Global growth will slow a touch next year; risks are weighted to a much worse outcome
- Increase tariffs pose a key risk to many EMs
- Fiscal policy will tighten, but higher borrowing costs (and, in some cases, military spending) will slow consolidation and cause debt levels to rise
- Monetary policy will loosen, but only gradually
- Despite rhetoric from the US, the energy transition will continue in EMs
- India will stand out as the key EM outperformer
You will also have the chance to participate in a live Q&A session where you can pose any questions you may have.
Places are offered free of charge and attendance on the day will be on a first come first served basis, with
limited spaces available - so please register now <[[
https://www.fitchsolutions.com/bmi/events/emerging-markets-key-themes-2025-05-12-2024?utm_campaign=em-key-themes-2025&utm_medium=email&utm_source=marketo&utm_content=inv1txt&utm_term=crir-webinar]]>.
Kind regards,
John Ashbourne
John Ashbourne
Global EM Economist
BMI
Tel: +44 (0) 20 3530 2400
Email: bmiwebinars_at_fitchsolutions.com <mailto:bmiwebinars_at_fitchsolutions.com?subject=Emerging-Markets-Key-Themes-for-2025-Webinar>
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Received on Tue Nov 19 2024 - 07:13:29 CET