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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|
See all our Emerging Markets research >>
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...