Making sense of emerging markets

Our research

Trusted Sources’ original and core business is the analysis of the political economies of Brazil, Russia, India, China and their global market impact, focusing on country risk and the opportunities stemming from policy change. We have also extended our expertise to other subjects where policy and regulation are major drivers as well as to themes that cut across geographies.

Trusted Sources research products range from weekly letters through topical and thematic notes to country briefings – all of which are distributed electronically. We also offer private research and consultancy services. In addition, we encourage our clients to engage directly with both our analysts and our network of expert sources, ensuring a relevant, timely and in-depth dialogue. Access is highly flexible and can be tailored to meet your specific requirements.

  • Topical and thematic notes: In-depth analysis of important emerging trends and themes.
  • Country briefing: A comprehensive look at political and macroeconomic developments within an emerging or frontier market.
  • Access to our analysts and network of expert sources: Engage in regular conversations with our top analysts – in which you get to ask the questions – or hook up with our expert sources.
  • Trusted Sources analysts on-site: Our analysts present to and brainstorm with you and/or your clients.
  • Emerging Markets Judgement: A report from our GMI team that pulls together the thinking of our top analysts in a concise and user-friendly manner, providing asset allocators with all they need to know (and nothing they do not) about emerging markets and their wider impact on global markets and the world economy.

Trusted Sources not only undertakes specific assignments using its own internal expertise; it also serves as an outsourced contractor for clients. We believe we can deliver the best value by offering the following range of services:

  • Context-setting research: We lay out the detailed context for the investment and draw conclusions specific to your questions.
  • Watching brief: We take the view that ‘something has to give’ but that the timing is uncertain. Trusted Sources follows the target subject for a period of three to twelve months and regularly reports to you on developments.
  • Expert consultation: As an extension of the private research services outlined above, we identify experts in the relevant fields and put you in touch with them.

PRIVATE RESEARCH PROJECTS COMPLETED FOR CLIENTS:

  • Who are the winners and losers from BRIC middle class demand for protein?
  • The likely outcome of the annual iron ore price renegotiation with China
  • Political risk analysis on Iran
  • Stress tested a model of the Russian economy under various oil price scenarios
  • Five sector analysis of India’s infrastructure sector and the policy drivers - 285 pages
  • Five sector analysis of China’s infrastructure sector and the policy drivers - 275 pages
  • Analysis of the Russian banking system
  • Analysis of Brazil’s financial services sector - 78 pages