Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* This week, Christopher Granville, Elizabeth Johnson, Jon Harrison, Jules Bordat, Marcus Chenevix, Shumita Sharma Deveshwar, Trey McArver, 27 Mar 2017
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* The Grid, Larry Brainard, 20 Mar 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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