Emerging Markets: Fundamentals

* Structural Change Index: Biannual update, Jon Harrison, 25 Apr 2017
* The Grid, Larry Brainard, 18 Apr 2017
The fundamental guide to emerging markets
* Fundamental Drivers, Bo Zhuang, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Jon Harrison, Jules Bordat, Marcus Chenevix, Shumita Sharma Deveshwar, 11 Apr 2017
China: Rising prices; Brazil: Pension battle; India: Confidence boost; Russia: Geopolitical downturn; Mexico: Inflation expectations
* The Grid, Larry Brainard, 20 Mar 2017
The fundamental guide to emerging markets
* Fundamental Drivers, Christopher Granville, Elizabeth Johnson, Jon Harrison, Marcus Chenevix, Shumita Sharma Deveshwar, Trey McArver, 9 Mar 2017
China: Plummeting real rates; Brazil: Pension reform battle; India: Uneven recovery; Russia: Geopolitics
* Fundamental Drivers, Jon Harrison, Elizabeth Johnson, Trey McArver, Christopher Granville, Nicolo Bandera, Shumita Sharma Deveshwar, Irene Lauro, 14 Feb 2017
China: US relationship; Brazil: Ebbing inflation; India: State polls; Russia: Bullish mix
* The Grid, Larry Brainard, 10 Feb 2017
The fundamental guide to emerging markets
* Trump vs the ‘new globalization’: A battle the President can’t win, Larry Brainard, 27 Jan 2017
A successful renegotiation of Nafta is likely but will not provide a template for the administration’s future China policies
* The Grid, Larry Brainard, 26 Jan 2017
The fundamental guide to emerging markets
* Fundamental Drivers, Jon Harrison, Trey McArver, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Nicolo Bandera, Irene Lauro, 17 Jan 2017
China: Trade frictions; Brazil: Reform agenda; India: State polls; Russia: Bullish mix