Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* EM Watch, Jon Harrison, Michelle Lam, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Marcus Chenevix, Cristobal Arias, 20 Nov 2017
* The GRID, Bo Zhuang, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Grace Fan, Jon Harrison, Jonathan Fenby, Larry Brainard, Madina Khrustaleva, Marcus Chenevix, Michelle Lam, Shumita Sharma Deveshwar, 14 Nov 2017
* EM Watch, Jon Harrison, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Marcus Chenevix, 13 Nov 2017
* EM Watch, Jon Harrison, Jonathan Fenby, Larry Brainard, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 6 Nov 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 1 Nov 2017

See all our Emerging Markets research >>

FX Scorecard: EM FX as the dust settles

Overview

An analysis of EM FX along lines of vulnerability to broad categories of external risk: financial tightening, commodity prices and dependence on exports, offers a starting point; but there are exceptions. MXN, RUB and CNY are particularly exposed to the Trump’s policies, while INR and BRL are likely to be driven by domestic events. For other currencies, investors will favour structural reform and sound policymaking.

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