Research

We are an independent provider of political, economic and policy analysis on emerging markets

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.