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

* 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

See all our Emerging Markets research >>

Absolute Views

Overview

Table 1 below presents our high-conviction total return market views.

Russia. We maintain our positive view of Russian equities, which have gained around 5% over the past month, despite the reality that the prospective geopolitical breakthrough – including initial sanctions relief – is on hold for now owing to Russia-related noise in Washington and developments in Ukraine. A positive harbinger has been US-Russia cooperation in Syria, although latest developments in the theatre...

* 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?