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Foresight 2019 Report

ISI Emerging Markets Group is set to release the Foresight 2019 Report mid-December, 2018. This year, the report will provide our analysis on the US-China  trade war, emerging market currency woes, the rise of the new-economy industries and many other topics that will be shaping developing countries in 2019.

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On the Eve of Trade War

The trade conflict between China and the US transcends bilateral relations and will have a lasting impact on the global value chain.

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Currencies Under Pressure

Tightening financial conditions and escalating trade conflicts hit emerging market currencies.

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China: Taking the Slow Lane

 China is slowing down, plagued by indebtedness and the headwinds are made even stronger by the trade conflict.

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Now or Never

Southeast Asian countries’ fossil-fuel habit may plunge future generations into pollution and poverty.

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White Gold-Rush

Four South American countries are stepping up to feed the world’s voracious appetite for lithium – each in its own way.

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Viva Ricardo!

Some very old ideas on comparative advantage are being applied to Latin America’s automotive sector. 

 

 

 

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Foresight 2019 Report data sources:

CEIC Data: Offering a complete set of 5.5 million+ time series covering more than 200 economies, 20 industries and 18 macroeconomic sectors - compiled from 1,500 sources worldwide. More here.

EMIS: An information platform which provides a unique blend of analysis, data and news on emerging market companies, industries and countries. More here.

CAIXIN Group 

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