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 >>

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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