AXA IM and BNPP AM are progressively merging and streamlining our legal entities to create a unified structure. Whilst this is ongoing, we will continue to operate two separate websites both branded BNPP AM. Learn more

Investment Institute
Macroeconomics

2023 emerging market elections: The who’s who and the so what…


Key points

  • In May, Turkey’s President Erdoğan is running for his re-election. Whatever the result, painful fiscal, monetary and credit policy adjustments need to occur
  • Argentina looks set for a change of leadership in its October election – can anyone end the country’s economic woes?
  • Can Poland’s ruling coalition prevail in November’s vote? The Rule-of-Law open conflict with the EU will take centre-stage in the electoral debate
  • How will Nigeria’s next government manage its unavoidable foreign exchange adjustment?
  • Will Guatemala’s new leadership let the country continue to drift towards authoritarianism?

 

Read the full article
Download article (543.13 KB)
Investment Institute

Our experts and investment teams outline their key convictions.

Learn more

Related Articles

Macroeconomics

Who Will Buy US Debt?

Macroeconomics

June Global Macro Monthly - Fiscal anchors

Macroeconomics

June Op-ed - Still Complicated

    AXA IM and BNPP AM are progressively merging and streamlining our legal entities to create a unified structure

    AXA Investment Managers joined BNP Paribas Group in July 2025. Following the merger of AXA Investment Managers Paris and BNP PARIBAS ASSET MANAGEMENT Europe and their respective holding companies on December 31, 2025, the combined company now operates under the BNP PARIBAS ASSET MANAGEMENT Europe name.

    Back to top