Emerging Markets: Market Views

* Absolute Views, Jon Harrison, 8 May 2017
We maintain our positive views of Russian and Indonesian equities
* Absolute Views, Jon Harrison, 6 Apr 2017
We maintain our positive views of Russian and Indonesian equities
* Indonesia: Our top pick in Asia, Jon Harrison, 5 Apr 2017
Strong GDP growth, favourable reform outlook, gradually rising inflation and a stable currency all favour Indonesia
* FX Scorecard: Reflation winners and losers, Jon Harrison, 23 Mar 2017
Positive views on ZAR, MXN and IDR; negative on RUB, PHP and TRY
* On the road in Asia: Strategy takeaways, Jon Harrison, 16 Mar 2017
Indonesia offers the brightest opportunity in South East Asia; India shows solid medium-term potential, but short-term risks weigh
* Absolute Views, Jon Harrison, 7 Mar 2017
We close our positive view of Turkish sovereign credit but maintain our positive view on Russian equities
* Absolute Views, Jon Harrison, 3 Feb 2017
We close our positive view of South African local debt but maintain our positive views on Russian equities and Turkish sovereign credit
* Trump policies to have divergent impact on EM assets, Jon Harrison, 26 Jan 2017
EM equities and FX will lead the way in reacting to Trump’s policies, while EM fixed income will remain heavily dependent on the Fed
* Absolute Views, Jon Harrison, 17 Jan 2017
Positive Russian equities, South African local debt and Turkish sovereign credit
* Russia: Trump and Fillon boost equity case, Jon Harrison, Christopher Granville, 8 Dec 2016
Domestic policy and external drivers are supportive for equities