Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* EM Watch, Jon Harrison, Trey McArver, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Jules Bordat, 22 May 2017
* FX Scorecard - methodology, Jon Harrison, 17 May 2017
* EM Watch, Jon Harrison, Bo Zhuang, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Jules Bordat, 15 May 2017
* The GRID, Larry Brainard, 12 May 2017
* Fundamental Drivers, Jon Harrison, 9 May 2017

See all our Emerging Markets research >>

Absolute Views

Overview

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

Russia. We maintain the positive view of Russian equities opened in our 8 December 2016 report Russia: Trump and Fillon boost equity case, despite the market’s relative underperformance over the past month. The prospective geopolitical breakthrough – including any easing of sanctions – remains elusive; and although US-Russia relations are fragile, there is unlikely to be any new extension of sanctions. In the...

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