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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 >>
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)....