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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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.

Turkey. As of today, we close our positive view on Turkish sovereign credit with a performance in dollars since open of 1.4% (relative to a duration-matched Treasury hedge). Sound fiscal policy continues to underpin the credit and the valuation is among the most attractive in major sovereign EMs, but the increasingly uncertain outcome of the 16...

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