Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* EM Watch, Jon Harrison, Larry Brainard, Bo Zhuang, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 16 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 9 Oct 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 5 Oct 2017
* EM Watch, Larry Brainard, Jonathan Fenby, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 2 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 25 Sep 2017

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Absolute Views

Overview

Table 1 below presents our high-conviction absolute return market views across asset classes; closed views are shown in Table 2 at the end of this note.

Russia. Despite gains over the past month, we maintain our positive view of Russian equities. The re-rating of Russian assets owing to the prospect of better relations with the US and the Eurozone has further to go. Furthermore, sound monetary and fiscal policy is positive for investor sentiment while higher oil prices provide a...

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