Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

How can we help?

To learn more about our services get in touch on +44 20 7246 7800 or sales@trustedsources.co.uk.

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 >>

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 external environment has reached an inflection point and is likely to be marginally less supportive overall for EM sovereign credit, which will hit some debt markets, but investors will continue to seek out the most attractive fixed income opportunities...

* Access to this publication is restricted

Request access

If you would like to read this publication, please enter your name and email address below:

Alternatively please call us on +44 20 7183 5280, or email sales@trustedsources.co.uk.

Already registered?