Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* Fixed Income Scorecard - methodology, Jon Harrison, 21 Jun 2017
EM Watch EM Watch, Jon Harrison, Larry Brainard, Cristobal Arias, Shumita Sharma Deveshwar, Christopher Granville, Jules Bordat, Marcus Chenevix, 19 Jun 2017
* The GRID, Larry Brainard, Jon Harrison, 13 Jun 2017
* EM Watch, Jon Harrison, Larry Brainard, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 12 Jun 2017
* Asset Allocation and Absolute Views - methodology, Jon Harrison, 6 Jun 2017

See all our Emerging Markets research >>

Absolute Views

Overview

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

South Africa. As of today, we close our positive view on South African local debt. Political noise has increased over the past month amid growing speculation that President Zuma will try once again to strengthen his grip on the ANC. Sound monetary policy continues to provide some support, but inflation risks are rising and could start to weigh on...

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