Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* This week, Christopher Granville, Elizabeth Johnson, Jon Harrison, Jules Bordat, Marcus Chenevix, Shumita Sharma Deveshwar, Trey McArver, 27 Mar 2017
* FX Scorecard: Reflation winners and losers, Jon Harrison, 23 Mar 2017
* The Grid, Larry Brainard, 20 Mar 2017
* This week, Bo Zhuang, Christopher Granville, Elizabeth Johnson, Jon Harrison, Shumita Sharma Deveshwar, 20 Mar 2017
* On the road in Asia: Strategy takeaways, Jon Harrison, 16 Mar 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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