The Emerging Markets team analyses political and economic developments in Asia, Eastern Europe, the Middle East, Africa and Latin America. Our focus is on structural, long-term trends as well as on the importance of emerging markets for global financial markets. As part of Global Risk Analysis we are Deutsche Bank's centre of competence for sovereign risk-related issues.
The political economy of structural reform in the BRIC
The BRIC economies, like most other economies in the world, experienced a slowdown in 2011-12. The bears are worrying that this slowdown might contain a significant structural component. These concerns seem somewhat overdone. [more]