Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* Structural Change Index: Biannual update, Jon Harrison, 25 Apr 2017
* EM Watch, Jon Harrison, Christopher Granville, Cristobal Arias, Grace Fan, Jonathan Fenby, Jules Bordat, 24 Apr 2017
* The Grid, Larry Brainard, 18 Apr 2017
* EM Watch, Christopher Granville, Elizabeth Johnson, Jon Harrison, Michelle Lam, Shumita Sharma Deveshwar, 17 Apr 2017
* Fundamental Drivers, Bo Zhuang, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Jon Harrison, Jules Bordat, Marcus Chenevix, Shumita Sharma Deveshwar, 11 Apr 2017

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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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