Our team is composed of experienced analysts located predominantly in-country, with offices in our major addressable markets, and lead research partners based in London and New York.
Our reports provide deep insight into the political economies of the major emerging markets, helping clients to manage risk and to identify macro and sector investment opportunities stemming from policy change. Our EM Macro Strategy service monitors this important growth driver across the 10 largest emerging countries.
Weekly reports cover China, India, Brazil and Russia. Monthly publications monitor Mexico, Turkey, South Africa, Indonesia, Thailand and Philippines, pulling together our emerging market investment strategy conclusions. Our Energy team works with our country analysts to provide specialist coverage of policy themes and drivers in China, India, Russia/FSU, Brazil and Mexico.
|Brazil: The 2017 political road map|
|China Global: Trump and Xi see off the storm – for the moment|
|India: On the road in Uttar Pradesh: Modi’s BJP set to win key election|
|The world according to Trump: Russia vs Saudi Arabia|
|EM Strategy Monthly|
|Global Political Drivers|
|Great power conflict risk: Russia or China|