The EM Themes research group provides coverage of the impact of developments in China on global markets, as well as analysis of cross-BRIC and cross-EM themes such as food inflation, the resilience of the new consumer classes and intra-BRIC trade. Since the eruption of the global financial crisis, we have focused on how the BRICs were dealing with its domestic fallout, especially the adjustment strategies adopted by individual countries with an eye to identifying the winners and losers. Closely related to these themes, we have published a series of reports that focus on identifying developments in global commodities and supply chain economics. These have included research notes on oil, China's energy demand, thermal coal and shipping as well reports on soft commodities such as grains, meats and rubber to name a few.
We have responded to the growing importance of the BRICs in influencing reforms of the global financial architecture via the G-20 and in bilateral interactions with timely assessments of US, EU and BRIC policies in these areas.
Our research draws on extensive experience in international finance and emerging market investment strategy. We work closely with the country teams to understand and explain global macro trends as well as call upon the expertise of industrial, financial and economic specialists who are part of Trusted Sources’ intellectual network.
EM Strategy Monthly