Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

How can we help?

To learn more about our services get in touch on +44 20 7246 7800 or sales@trustedsources.co.uk.

Recent Emerging Markets research

* EM Watch, Jon Harrison, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 21 Aug 2017
* The GRID, Jon Harrison, Larry Brainard, 15 Aug 2017
* EM Watch, Jon Harrison, Bo Zhuang, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, Jules Bordat, 14 Aug 2017
* EM Watch, Bo Zhuang, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Jules Bordat, Jon Harrison, Marcus Chenevix, 7 Aug 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 1 Aug 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.

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...

* Access to this publication is restricted

Request access

If you would like to read this publication, please enter your name and email address below:

Alternatively please call us on +44 20 7183 5280, or email sales@trustedsources.co.uk.

Already registered?