The author is a Reuters Breakingviews columnist. The opinions expressed are her own.
If emerging markets are to lead global economic performance one again as they did in recent years, an important foundation will be to convince as many people as possible that reported growth data are as accurate as they can possibly be.
If there is any silver lining for emerging market currencies after their thrashing in August, it is that they are probably now so cheap they don't have much room to weaken any further.
For all its single-minded focus on lowering inflation, India's central bank may be forced to acknowledge slowing growth in Asia's third largest economy by cutting interest rates -- probably faster than it expected.
South Africa's second quarter growth undershot economists' expectations in spectacular fashion on Tuesday, a clear signal emerging markets face torrid times.
from Global Investing:
I have to admit, I was a little surprised. The invitation to a book signing came from an emerging markets investment firm by one of their investment professionals and on the face of it didn't really excite me. But I do have a lot of respect for the individuals at the firm and there was a quality to the invitation, one that didn't say hard sell, that compelled me to go and see.