Blogs - emerging markets

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TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

EM: Vaccine rotation impact

17 Nov 2020 - Jon Harrison

The prospect of a vaccine will drive a rotation to underperforming EM assets at the expense of outperformers. EM exporters will benefit from rising global growth, while growing inflationary pressures will shift the.

#Emerging Markets #Vaccine

Emerging Markets in 6 Charts

09 Nov 2020 - Jon Harrison

The outcome of the US election is important for EM economies, but domestic policy challenges in EM themselves will continue to dominate. Secular trends will remain in place, including: US-China tensions, decline of.

#Trade War #Emerging Markets #Fiscal Policy

China outperformance to continue

08 Oct 2020 - Lawrence Brainard

Equites are volatile globally but China is a big outperformer. Looking at rising equity volatilities, we conclude that markets are not ignoring downside risks; the point is that right now, the upside potential and.

#Equities #China #Emerging Markets #MSCI

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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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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