Larry Brainard

Managing Director, Chief Economist
+44 20 7246 7883

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Recent Emerging Markets research

* EM Watch, Larry Brainard, Bo Zhuang, Jonathan Fenby, Shumita Sharma Deveshwar, Christopher Granville, Marcus Chenevix, Cristobal Arias, Leighton Hughes, 18 Dec 2017
* The GRID, Bo Zhuang, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Grace Fan, Jon Harrison, Jonathan Fenby, Larry Brainard, Leighton Hughes, Madina Khrustaleva, Marcus Chenevix, Michelle Lam, Shumita Sharma Deveshwar, 12 Dec 2017
* EM Watch, Jon Harrison, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Cristobal Arias, 11 Dec 2017
* EM Watch, Jon Harrison, Michelle Lam, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Cristobal Arias, 4 Dec 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Leighton Hughes, 1 Dec 2017

See all our Emerging Markets research >>

Update on High Conviction Calls: Brazil

Overview

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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