Larry Brainard

Managing Director, Chief Economist
+44 20 7246 7883

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Recent Emerging Markets research

* 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
* EM Watch, Jon Harrison, Michelle Lam, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Marcus Chenevix, Cristobal Arias, 27 Nov 2017

See all our Emerging Markets research >>

Trump vs the ‘new globalization’: A battle the President can’t win

Overview

US-Mexican trade is dominated by global value chains – a characteristic that is important but less evident in US trade with China because of the distances involved. The very presence of such value chains makes it impossible for Trump to realize his threats to impose border taxes on Mexico without causing major damage to US manufacturing jobs. But the same cannot be said about US-China trade, which lacks such well-developed channels for trade. As a result, the risk of a worst-case...

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