export performance

No Picture

Emerging countries: The export performance outlook is positive for the fragile five

LONDON | By Tal Shapsa at Barclays | Our export performance analysis points to a positive outlook for the fragile five of the emerging countries. A simple model we developed – which attempts to gauge future changes in the current accounts based on the export performance indices – suggests that the recent improvement will likely be sustained, providing additional tailwind for EM trades and carry in particular.