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Recent Emerging Markets research
|Structural Change Index: Biannual update, Jon Harrison, 25 Apr 2017|
|EM Watch, Jon Harrison, Christopher Granville, Cristobal Arias, Grace Fan, Jonathan Fenby, Jules Bordat, 24 Apr 2017|
|The Grid, Larry Brainard, 18 Apr 2017|
|EM Watch, Christopher Granville, Elizabeth Johnson, Jon Harrison, Michelle Lam, Shumita Sharma Deveshwar, 17 Apr 2017|
|Fundamental Drivers, Bo Zhuang, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Jon Harrison, Jules Bordat, Marcus Chenevix, Shumita Sharma Deveshwar, 11 Apr 2017|
See all our Emerging Markets research >>
Russia: Trump and Fillon boost equity case
As of today, we add a positive view of Russian equities to our list of high-conviction absolute market views (see Table 1 below)....