Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* The GRID, Bo Zhuang, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Grace Fan, Jon Harrison, Jonathan Fenby, Larry Brainard, Leighton Hughes, Madina Khrustaleva, Marcus Chenevix, Michelle Lam, Shumita Sharma Deveshwar, 12 Dec 2017
* EM Watch, Jon Harrison, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Cristobal Arias, 11 Dec 2017
* EM Watch, Jon Harrison, Michelle Lam, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Cristobal Arias, 4 Dec 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Leighton Hughes, 1 Dec 2017
* EM Watch, Jon Harrison, Michelle Lam, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Marcus Chenevix, Cristobal Arias, 27 Nov 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...

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