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 2017: New global agenda|
|India: On the road in Uttar Pradesh as confidence in demonetization drive dips|
|The world according to Trump: Russia vs Saudi Arabia|
|EM Macro Strategy|
|EM Strategy Monthly|
|Global Political Drivers|
|Great power conflict risk: Russia or China|