Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* The GRID, Bo Zhuang, Christopher Granville, Cristobal Arias, Elizabeth Johnson, Grace Fan, Jon Harrison, Jonathan Fenby, Larry Brainard, Leighton Hughes, Madina Khrustaleva, Marcus Chenevix, Michelle Lam, Shumita Sharma Deveshwar, 12 Dec 2017
* EM Watch, Jon Harrison, Michelle Lam, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Cristobal Arias, 11 Dec 2017
* EM Watch, Jon Harrison, Michelle Lam, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Cristobal Arias, 4 Dec 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Leighton Hughes, 1 Dec 2017
* EM Watch, Jon Harrison, Michelle Lam, Shumita Sharma Deveshwar, Christopher Granville, Madina Khrustaleva, Marcus Chenevix, Cristobal Arias, 27 Nov 2017

See all our Emerging Markets research >>

Strategy Flash

Overview

The latest US jobs data have provided some respite for EM assets; but the medium-term trend is still for tighter global financial conditions. In this report, we consider the fundamental drivers that will determine which EM economies will be the most resilient as external conditions deteriorate. We construct a “resilience score” using economic and financial measures and validate this as a predictor of equity market returns by comparing the score as of end-2012 with equity returns in...

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