Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* Fixed Income Scorecard - methodology, Jon Harrison, 21 Jun 2017
EM Watch EM Watch, Jon Harrison, Larry Brainard, Cristobal Arias, Shumita Sharma Deveshwar, Christopher Granville, Jules Bordat, Marcus Chenevix, 19 Jun 2017
* The GRID, Larry Brainard, Jon Harrison, 13 Jun 2017
* EM Watch, Jon Harrison, Larry Brainard, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 12 Jun 2017
* Asset Allocation and Absolute Views - methodology, Jon Harrison, 6 Jun 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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