Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* EM Watch, Larry Brainard, Bo Zhuang, Jonathan Fenby, Shumita Sharma Deveshwar, Christopher Granville, Marcus Chenevix, Cristobal Arias, Leighton Hughes, 18 Dec 2017
* 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

See all our Emerging Markets research >>

Strategy Flash

Overview

We assess EM sovereign credit spreads relative to recent history based on two measures – credit rating and economic fundamentals – in order to provide a quantitative input to the sovereign credit views expressed in our 1 July 2016 EM Strategy Monthly. We consider this rich/cheap analysis in the light of our view on politics and structural reform, factors that are not captured directly by economic fundamentals and may not be fully reflected in the credit...

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