Jon Harrison

Managing Director, EM Macro Strategy
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TS Absolute Views

Overview

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

South Africa. We maintain our positive view on South Africa local debt. The rand and local markets have been hit by the change in global sentiment since the US election but have probably over-reacted. The impact of the anticipated December Fed hike is likely to be fully priced into the dollar, suggesting that the environment for...

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