Larry Brainard

Managing Director, Chief Economist
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Recent Emerging Markets research

* EM Watch, Jon Harrison, Michelle Lam, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Jules Bordat, Shumita Sharma Deveshwar, Marcus Chenevix, 26 Jun 2017
* Fixed Income Scorecard - methodology, Jon Harrison, 21 Jun 2017
EM Watch EM Watch, Jon Harrison, Larry Brainard, Cristobal Arias, Shumita Sharma Deveshwar, Christopher Granville, Jules Bordat, Marcus Chenevix, 19 Jun 2017
* The GRID, Larry Brainard, Jon Harrison, 13 Jun 2017
* EM Watch, Jon Harrison, Larry Brainard, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 12 Jun 2017

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Update on High Conviction Calls: Brazil


History of our calls on the Brazilian equity market

In the 4 April issue of EM Judgment we raised our country call on Brazil from negative to neutral, noting that: “…investors have moved into a ‘bad news is good news’ state of mind…[therefore] We raise our call on Brazilian equities to neutral … to reflect our judgment that the evolving political dynamics will increase market perceptions that [President] Dilma [Rousseff’s] re-election is becoming ever more unlikely”. Among...

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