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

Overview

In Table 1 below we present our high-conviction absolute return market views across asset classes; closed views are shown in Table 2 at the end of this note.

Turkey: We maintain our positive view on Turkish sovereign credit. The situation in Syria remains a risk factor, but domestic politics are relatively stable and an easier monetary policy should provide a short-term boost to growth. Our positive sovereign credit view is underpinned by Turkey’s sound fiscal policy but politics...

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