Larry Brainard

Managing Director, Chief Economist
+44 20 7246 7883

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Recent Emerging Markets research

* The GRID, Larry Brainard, Jon Harrison, 18 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Bo Zhuang, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 16 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 9 Oct 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 5 Oct 2017
* EM Watch, Larry Brainard, Jonathan Fenby, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 2 Oct 2017

See all our Emerging Markets research >>

Global Themes: Why consumer growth drivers are flagging: Turkey and Brazil come to a policy dead end

Overview

One of the dominant themes of EM investing has long been that economic growth would lift broad swathes of the population up into the middle classes, thus generating new demand for all types of consumption goods. As a result, consumer-focused stocks have been favourites among many investors and valuations have typically risen to relatively high levels.

Despite the seeming attractiveness of this investment theme, investors have become less and less enamoured of EM equities...

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