Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

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* EM Watch, Jon Harrison, Bo Zhuang, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Jules Bordat, 15 May 2017
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Indonesia: Our top pick in Asia

Overview

Most of the following analysis is relevant to fixed income and the rupiah, although our final conclusion relates to equities. As of today, we add a positive view on Indonesian equities to our high-conviction absolute views (see Table 1 below)....

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