EM Themes: Strategy Monthly

EM Strategy Monthly 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
EM Strategy Monthly 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
EM Strategy Monthly 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
EM Strategy Monthly 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
EM Strategy Monthly 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
EM Strategy Monthly EM Strategy Monthly, Larry Brainard, Deepak Gopinath, Martinde Bonte, Chieh-Ju Liao, 5 Aug 2011
Looking for safe havens in the emerging economies
EM Strategy Monthly 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
* EM Strategy Monthly, Larry Brainard, Deepak Gopinath, Martinde Bonte, 10 Jun 2011
Hard landings and other fables
EM Strategy Monthly EM Strategy Monthly, Larry Brainard, Deepak Gopinath, Martinde Bonte, 13 May 2011
Stay focused, stay in EM equities
EM Strategy Monthly EM Strategy Monthly, Larry Brainard, Deepak Gopinath, 8 Apr 2011
Why the exit from quantitative easing is good news for EM equities