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EM Judgement is a new bi-monthly briefing designed to highlight the best of Trusted Sources's political, economic, sectoral and market thinking for investors, wealth managers and strategists. EM Judgement addresses the sustainability of growth in the emerging markets and the impact of developments in those countries on the global economy as well as on asset and commodity markets.

House view

Country risk revisited

The overpricing of country risk stems from fundamental misperceptions – which, however, are here to stay More arrow-img

Latest briefings

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Country risk revisited,  26 Sep 2008
The overpricing of country risk stems from fundamental misperceptions – which, however, are here to stay
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Brazil builds a bigger construction materials industry,  24 Sep 2008
Raw materials costs, not supply constraints, are driving prices higher
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China's Darwinian solution for mitigating the impact of a global slowdown ,  12 Sep 2008
Restructuring-driven investment will support growth, and the strong will become stronger
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Will China's new Anti-monopoly Law protect or impede competition?,  09 Sep 2008
The short-term impact will be limited as the government overcomes bureaucratic and regulatory obstacles
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Rubber’s impending bounce,  21 Aug 2008
Neither falling oil prices nor the fundamentals support an extended sell-off in natural rubber
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China’s new Labour Contract Law: Assessment at eight months,  14 Aug 2008
Legislation benefits companies as well as workers, while cost increase is exaggerated

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