Blogs - emerging markets

Our charts and blogs showcase our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.


Amid US election chaos and second wave fears, it’s time for caution

06 Oct 2020 - Lawrence Brainard

Most EM equity markets are trading well below their January highs, which suggests recovery potential, but we believe that now is not the time to increase exposures. Our reasons do not reflect a strong conviction that EM.

#Emerging Markets

Emerging Markets: The coming growth collapse

28 Apr 2020 - Jon Harrison

Some EM lockdowns are starting to ease. Many EM economies are now 3-4 weeks into restrictive measures and progress is seemingly being made on flattening the curve. Thoughts are turning to the exit strategy. India and.

#Emerging Markets #Covid19

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