|
EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
Andrea Giunti,
3 Feb 2012
As the Eurozone crisis moves into Act 2 Greece is no longer driving market sentiment | 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 | Strategy Monthly |
|
|
How Korea will weather the Eurozone crisis,
Chieh-Ju Liao,
Larry Brainard,
8 Dec 2011
Economic reforms have bolstered the country’s defences | TS View |
|
|
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 | Strategy Monthly |
|
|
Will Europe drag down the BRICs?,
Martinde Bonte,
Bo Zhuang,
Christopher Granville,
Elizabeth Johnson,
Shumita Sharma Deveshwar,
1 Dec 2011
Growth will slow but the damage will be limited | TS View |
|
|
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 | Strategy Monthly |
|
|
Korea’s international transformation in perspective,
Chieh-Ju Liao,
Larry Brainard,
31 Oct 2011
Breaking new ground in both trade and capital flows | Chartbook |
|
|
Indonesia’s worsening reform outlook,
Deepak Gopinath,
28 Oct 2011
Politics takes centre stage as the 2014 presidential elections loom | TS View |
|
|
Why Turkey’s banking sector is poised for a rebound,
Sevin Ekinci,
Larry Brainard,
25 Oct 2011
Our out-of-consensus monetary policy call is that the European financial crisis will lead to an easing in the banks’ reserve requirements | TS View |
|
|
India’s coal crisis,
Deepak Gopinath,
21 Oct 2011
The government will muddle through but domestic shortages and pricier imports will hit power producer margins in the near term | TS View |
|
|
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 | Strategy Monthly |
|
|
Supply responses will be delayed for hard commodities,
Deepak Gopinath,
16 Sep 2011
Production constraints, rising costs and resource nationalism will put a floor under prices | TS View |
|
|
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 | Strategy Monthly |
|
|
Financial market deepening in the BRICs,
Martinde Bonte,
Larry Brainard,
15 Aug 2011
Progress has been made, but access to long-term financing remains limited | Chartbook |
|
|
EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
Chieh-Ju Liao,
5 Aug 2011
Looking for safe havens in the emerging economies | Strategy Monthly |
|
|
Turkey’s political turbulence will be short-lived,
Sevin Ekinci,
Larry Brainard,
4 Aug 2011
Prime Minister Erdogan’s desire for constitutional reforms will lead to more conciliatory policies later this year | TS View |
|
|
How to play the scramble for fertilizers,
Deepak Gopinath,
1 Aug 2011
Potash demand will soar as India and China boost crop yields | TS View |
|
|
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 | Strategy Monthly |
|
|
China’s commodity imports at an inflection point,
Deepak Gopinath,
6 Jul 2011
Restocking will boost hard commodity prices in H2/11 and into 2012 | TS View |
|
|
The internationalization of the yuan – a cautionary tale,
Larry Brainard,
16 Jun 2011
Hong Kong’s burgeoning market in offshore renminbi is feeding China’s craving for unneeded dollar reserves | TS View |
|
|
Implications of Southeast Asia’s fast-rising wheat imports,
Deepak Gopinath,
15 Jun 2011
Higher incomes are exacerbating global market tightness | TS View |
|
|
EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
9 Jun 2011
Hard landings and other fables | Strategy Monthly |
|
|
Deciphering Brazil’s mixed economic messages,
Martinde Bonte,
Elizabeth Johnson,
2 Jun 2011
The government’s goal of maintaining strong growth means inflation will remain high | TS View |
|
|
What Turkey’s upcoming general election will mean,
Sevin Ekinci,
Larry Brainard,
25 May 2011
We expect another AKP victory but with slightly reduced support | TS View |
|
|
EM Strategy Monthly,
Larry Brainard,
Deepak Gopinath,
Martinde Bonte,
12 May 2011
Stay focused, stay in EM equities | Strategy Monthly |
