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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
Andrea Giunti,
6 Jan 2012
The roadmap for EM investors this year has more than its usual share of potholes |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
2 Dec 2011
The Eurozone will break up: Implications for the emerging markets |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
4 Nov 2011
A disorderly debt default and ejection from the euro now constitute the most likely scenario for Greece |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
7 Oct 2011
EM will remain vulnerable to renewed bouts of volatility and panic but targeted investment opportunities will emerge amid the turmoil |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
2 Sep 2011
The decoupling of EM markets is being delayed by the looming Eurozone crisis |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
5 Aug 2011
Looking for safe havens in the emerging economies |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
8 Jul 2011
Debt woes in Europe and the US will benefit emerging economies |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
10 Jun 2011
Hard landings and other fables |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
13 May 2011
Stay focused, stay in EM equities |
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EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
8 Apr 2011
Why the exit from quantitative easing is good news for EM equities |