Larry Brainard

Managing Director, Chief Economist
+44 20 7246 7883

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Recent Emerging Markets research

* EM Watch, Jon Harrison, Michelle Lam, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Marcus Chenevix, Cristobal Arias, 20 Nov 2017
* The GRID, Bo Zhuang, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Grace Fan, Jon Harrison, Jonathan Fenby, Larry Brainard, Madina Khrustaleva, Marcus Chenevix, Michelle Lam, Shumita Sharma Deveshwar, 14 Nov 2017
* EM Watch, Jon Harrison, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Marcus Chenevix, 13 Nov 2017
* EM Watch, Jon Harrison, Jonathan Fenby, Larry Brainard, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 6 Nov 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 1 Nov 2017

See all our Emerging Markets research >>

Global Themes: Contrarian ideas for EM investors

Overview

The year 2014 started with an unprecedented consensus among forecasters that the US economic recovery will gather pace and that the Fed will continue to taper its QE3 asset purchases despite a lacklustre December jobs report. The clear implication is that US interest rates are heading higher; the main difference of opinion is about how fast.

Meanwhile most forecasters are unanimous that this scenario spells big trouble for EM equities, largely because tapering is seen as...

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