20November20237:27AMHKTEMMacroNavigatorEMOutlook2024:OvertheHumpnWeexpectEMgrowthtoholdupwellat4.0%nextyear,onlyslightlylowerthanAndrewTilton2023despiteafurtherslowdowninChinaand(tovaryingdegrees)inotherBRICeconomies.WeexpectfastergrowthinmuchofCEEMEA(particularlyCentral+852-2978-1802andrew.tilton@gs.comandEasternEuropeandthePersianGulf)andafewexport-orientedAsianEMs.GoldmanSachs(Asia)L.L.C.nInflationshouldcontinuetodeclineacrossmostofEM.AsindevelopedKamakshyaTrivedimarkets,weforecastalargedisinflationofabout2pp(full-yearaveragebasis)in2024inemergingmarkets.ThisfigureexcludesChina,whichcouldseeamodest+44(20)7051-4005increaseininflation(tostill-lowlevels)a...
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