Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* The GRID, Larry Brainard, Jon Harrison, 18 Oct 2017
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Strategy Flash

Overview

With the first US rate hike looking increasingly likely to be in September, we assess the vulnerability of EM assets in the light of falling FX reserves and rising external debt.

Chart 1: Aggregate reserve cover of short-term external debt for 20 EMs

Sources: Bloomberg, TS.

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