TS Lombard
Report published August 11, 2026
Charts That Make You Go Hmmm: Emerging Market Trends by TS Lombard
Source and citation context
- Issuer
- TS Lombard
- Report date
- August 11, 2026
- Analysis as of
- Not stated in source
Authors / editors: Rory Green, Shumita Deveshwar, Elizabeth Johnson
Finvaulta summarizes TS Lombard's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
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This report highlights six key EM charts, ranging from Taiwan's political-economic divergence to the shifting inflation dynamics between Mexico and the US.
Key Takeaways
- 1.Taiwan faces political risks despite strong GDP growth.
- 2.China's protest activity has declined due to censorship and early signs of property sector stabilization.
- 3.Mexico's inflation has dropped below US levels, a rare shift in the regional dynamic.
Table of Contents
- Taiwanese unhappy despite tech boom
- Pressure falling in Beijing?
- Korea net household equity investment
- Brazil remains on track to becoming the 5th largest oil exporter by the end of the decade
- The US-Mexico inflation gap has closed
- Even as foreign investors tentatively return to Indian equities, local enthusiasm is showing signs of waning
Report data
The US-Mexico inflation gap has closed
| Metric | Estimate | Context |
|---|---|---|
| Taiwan GDP Growth | 10% | Growth rate |
| Mexico Inflation | 3.12% | Annual inflation rate |
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Authors / Editors
Rory GreenShumita DeveshwarElizabeth Johnson
Reported Data Context
- Taiwan GDP Growth: 10 percent (4 quarters)
- Mexico Inflation: 3.12 percent (Monthly) · Source: INEGI
Securities
NIFTYTAIEX
Themes
Political Discontent in EMInflation Dynamics
Regions
Asia PacificLatin AmericaTaiwanChinaSouth Korea