Larry Brainard

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Recent Emerging Markets research

* EM Watch, Jon Harrison, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Marcus Chenevix, 18 Sep 2017
* The GRID, Jon Harrison, Larry Brainard, 13 Sep 2017
* EM Watch, Jon Harrison, Christopher Granville, Elizabeth Johnson, Michelle Lam, Shumita Sharma Deveshwar, Marcus Chenevix, 11 Sep 2017
* EM Watch, Jon Harrison, Bo Zhuang, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 4 Sep 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 1 Sep 2017

See all our Emerging Markets research >>

Global Themes: Contrarian ideas for EM investors


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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