Emerging markets
https://my.mnimarkets.com/dashboard?widget=/bullets/em-bulletsReal-time insight of emerging markets in CEMEA, Asia and LatAm region.
EM Bullets
"Colombia 4Q Current Account Deficit $3.912b; Est. -$4.193b" - Bbg "Current account as percentage of GDP fell to -3.1% from -2.4% in 3Q" - Bbg
Mar-02 18:37* MNI interviews ex-Mexico Finance Ministry economist -- On MNI Policy MainWire now, for more details please contact sales@marketnews.com
Mar-02 18:14* Latam currencies have remained under pressure through Monday's session amid the risk-off move and broad gains in the US dollar in the wake of the US/Israeli military operations in the middle east. However, USD/Latam pairs have pared gains through the European afternoon as major US equity indices have recovered off session lows. * Against this backdrop, CLP has underperformed (-1.1%), as a pullback in copper prices has provided an additional headwind to the peso. Softer-than-expected Jan economic activity data today also increased prospects of a final BCCh rate cut in the coming meetings, with Chile camara swap rates (+5bp) slightly outperforming regional peers today (Mex TIIE-F/Brazil DI swaps +10-12bp). Short-term USDCLP gains are still considered corrective for now, but the pair has pierced the 50-day EMA at 879.09, with next resistance at 894.00, the Jan 20 high. * Elsewhere, USDBRL has risen 0.9%, narrowing the gap to initial resistance at 5.2000, the 20-day EMA, while USDMXN has slightly lagged the move with a 0.5% gain. Key resistance to watch is at 17.4946, the 50-day EMA. In contrast, USDCOP has unwound earlier gains and is on course to close unchanged around 3750, as the surge in oil prices has provided a significant tailwind to the COP. As noted, however, ongoing election and fiscal uncertainties in Colombia remain a near-term risk for the peso. * Looking ahead, Brazil Q4 GDP data are in focus tomorrow, where the economy is seen growing by just 0.2% q/q, as the very restrictive monetary policy stance continues to weigh on activity.
Mar-02 18:10* "*MEXICO FEB. MANUFACTURING INDEX 47.2" - BBG * Rises from 46.7 in January, above the 46.8 consensus. * "*MEXICO FEB. NON-MANUFACTURING INDEX 50" * Rises from 49.4 in January, also above the 49.6 consensus.
Mar-02 18:00Central Bank
We see no change from the BoT this week as they wait for clarity on government policy.
February 24, 2026 04:18We expect no change for a sixth consecutive meeting for the BOK.
February 24, 2026 03:21The NBH is expected to cut the base rate by 25bps to 6.25% - the first cut since September 2024.
February 23, 2026 08:43The NBH is expected to cut the base rate by 25bps to 6.25% - the first cut since September 2024.
February 20, 2026 15:25Market Analysis
Brazil Q4 GDP and Chile and Colombia February CPI inflation are the main focuses across Latam next week.
Feb-27 17:17The NBP rate decision and Turkey CPI inflation data provide the highlights across the region next week.
Feb-27 15:34Mexico and Brazil Mid-Month CPI, Banxico QIR
Feb-20 16:51The NBH is expected to cut rates for the first time since Nov'2024. South Africa's FinMin presents the annual budget.
Feb-20 15:51Political Risk
We look at the market and political implications of the Spring Statement and expectations for the FY26/27 gilt remit.
March 02, 2026 07:04MNI's Political Risk team outlines the major political events scheduled throughout the year in 2026
December 31, 2025 14:42We look at ten big takeaways from the Budget. Increasing taxes and energy bills into an election looks questionable
November 28, 2025 13:07The UK Budget s the biggest domestic event of 2025. We answer main questions, outline potential measures and impacts.
November 21, 2025 17:00Election Previews
PM Takaichi looks to secure a majority for the LDP in 8 Feb election to ease passage of her fiscal stimulus agenda
Feb-05 15:36Election sets up a 3-way contest between progressives, populists, and conservatives that will influence policy direction
Feb-04 16:51First round election on 16 November could set up another far-left vs. far-right contest for the presidency
Nov-13 13:03Centrist parties look set to make gains at expense of populists, lengthy coalition negotiations expected after election.
Oct-28 16:17
