Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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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

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Trump policies to have divergent impact on EM assets

Overview

In our 23 January 2017 EM Weekly, we set out our view that Trump’s policies will herald greater differentiation between EM equity markets; in this report, we extend that...

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