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EM Squared

News and analysis on emerging markets

EM Squared is a premium data-driven news and analysis service on emerging markets from the Financial Times.

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  • Monday, 17 July, 2017
    FT Confidential Research
    China wage inflation weakens as stimulus fades Premium

    FTCR data show pay growth cooling after credit conditions tighten

    Monday, 17 July, 2017
  • Monday, 17 July, 2017
    FT Confidential Research
    Indonesia’s consumer recovery remains elusive Premium

    FTCR data show weak demand but improvement expected

    Monday, 17 July, 2017
  • Monday, 17 July, 2017
    Foreign direct investment
    Cuba’s FDI renaissance at risk from Trump reversal Premium

    Number of projects from US has risen sharply since Obama’s re-opening of ties

    Monday, 17 July, 2017
  • Sunday, 16 July, 2017
    Emerging market investing
    Emerging markets shunned by global bond indices Premium

    Credit ratings, illiquidity and capital controls conspire against EM issuers

    Sunday, 16 July, 2017
  • Thursday, 13 July, 2017
    FT Confidential Research
    Duterte claws back support among poor Filipinos Premium

    FTCR Political Sentiment Index rises as president’s allies silence opposition

    Thursday, 13 July, 2017
  • Thursday, 13 July, 2017
    FT Confidential Research
    Auto buying in Asean set to decelerate  Premium

    FTCR Auto Purchase Index suggests weaker demand in Indonesia, Thailand and Philippines

    Thursday, 13 July, 2017
  • Wednesday, 12 July, 2017
    Emerging market investing
    EM flows turn negative for first time since March Premium

    Reversal is particularly strong in bonds with outflows similar to those of Trump poll win

    Wednesday, 12 July, 2017
  • Wednesday, 12 July, 2017
    Emerging market investing
    Inflation-adjusted EM bond yields hit record high Premium

    Anomaly emerges as central banks fail to keep pace with tumbling inflation

    Wednesday, 12 July, 2017
  • Tuesday, 11 July, 2017
    Emerging Markets
    Natural resource governance still has far to go Premium

    Only a fifth of oil or mining economies manage their wealth well

    Tuesday, 11 July, 2017
  • Promoted Content
  • Tuesday, 11 July, 2017
    FT Confidential Research
    Asean-5 survey shows little faith in political leaders Premium

    FTCR’s Political Sentiment Index suggests last year’s optimism is fading

    Tuesday, 11 July, 2017
  • Monday, 10 July, 2017
    Foreign direct investment
    Vietnam leads Asian FDI league with $37bn haul Premium

    Country has outstripped even China and India thanks to young, cheap, skilled workers

    Monday, 10 July, 2017
  • Monday, 10 July, 2017
    FT Confidential Research
    Asean DataView: Filipinos would pay for governance Premium

    Citizens trust Duterte with taxes to boost government efficiency

    Monday, 10 July, 2017
  • Monday, 10 July, 2017
    Emerging market investing
    Fears of trouble if tide goes out on EM bond ETFs Premium

    Flood of money into this debt could later cause problems in a falling market

    Monday, 10 July, 2017
  • Sunday, 9 July, 2017
    FT Confidential Research
    Sluggish economies add to gloom for Asean property Premium

    FTCR Property Buying Sentiment Index dips in four of Asean 5 countries

    Sunday, 9 July, 2017
  • Friday, 7 July, 2017
    Foreign direct investment
    N Africa and Turkey to gain from CEE wage growth Premium

    Low wages and advances in infrastructure and education aid competitiveness

    Friday, 7 July, 2017
  • Thursday, 6 July, 2017
    Emerging Markets
    China’s overseas deals recover from doldrums Premium

    State-owned companies stage comeback while private peers remain in the cold

    Thursday, 6 July, 2017
  • Wednesday, 5 July, 2017
    FT Confidential Research
    Shine comes off Asean consumer confidence Premium

    FTCR Economic Sentiment Index dragged down by Indonesia, Thailand and the Philippines

    Wednesday, 5 July, 2017
  • Tuesday, 4 July, 2017
    Emerging Markets
    Nordic groups scoop up EM preference shares Premium

    Scandinavians favour instruments disliked by corporate governance activists

    Tuesday, 4 July, 2017
  • Tuesday, 4 July, 2017
    FT Confidential Research
    Manufacturing not enough to stop Chinese slowdown Premium

    Improvement in PMIs and FTCR data will not counter housing and infrastructure drag

    Tuesday, 4 July, 2017
  • Tuesday, 4 July, 2017
    FT Confidential Research
    Asean consumer sentiment deteriorates Premium

    FTCR Asean Consumer Index slips after falls in spending and income growth

    Tuesday, 4 July, 2017
  • Tuesday, 4 July, 2017
    Foreign direct investment
    Sri Lanka leads ranking in FDI diversification Premium

    Country has spread its appeal beyond tourism to lead fDi Intelligence annual ranking

    Tuesday, 4 July, 2017
  • Monday, 3 July, 2017
    FT Confidential Research
    Caution required on Indonesia’s plan for Batam Premium

    Issues with implementation mean that pay-off is likely to take several years

    Monday, 3 July, 2017
  • Monday, 3 July, 2017
    FT Confidential Research
    China DataView: Much to play for in mobile gaming Premium

    More time, less money available for gaming in small cities but this will change

    Monday, 3 July, 2017
  • Monday, 3 July, 2017
    FT Confidential Research
    China underground lending rises on consumer demand Premium

    FTCR China Underground Lending Index bounces back from May as bad debt falls

    Monday, 3 July, 2017
  • Friday, 30 June, 2017
    Emerging Markets
    Brazil to slip back into recession, data suggest Premium

    South Africa also struggling to recover, while Nigeria’s prospects look brighter

    Friday, 30 June, 2017
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FT Confidential Research

Recent articles
  • China wage inflation weakens as stimulus fades Premium
  • Indonesia’s consumer recovery remains elusive Premium
  • Duterte claws back support among poor Filipinos Premium

Emerging market investing

Recent articles
  • Emerging markets shunned by global bond indices Premium
  • Emerging market flows turn negative for first time since March Premium
  • Inflation-adjusted emerging market bond yields hit record high Premium
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