Emerging Markets
No rest for ‘EM
What a week, with our asset class buffeted by political headlines and a string of central bank announcements…
Read MoreZambia vs Olympics Country Profile
The situation on the ground in Zambia is concerning. From a bottom up standpoint…
Read MoreEgypt vs Olympics Country Profile
We are very optimistic when it comes to the outlook for Egypt. From a bottom up standpoint, the recovery is on firm footing…
Read MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
Read MoreMorocco vs Olympics Country Profile
Following a swift vaccination programme and accommodative policies to cope with last year’s drought…
Read MoreKenya vs Olympics Country Profile
We are cautiously optimistic when it comes to Kenya. From a bottom up standpoint…
Read MoreGhana vs Olympics Country Profile
We are very optimistic when it comes to the outlook for Ghana. From a bottom up standpoint…
Read MoreSri Lanka vs Olympics Country Profile
Sri Lanka is in a state of distress. From a bottom up standpoint, it is expected to…
Read MoreWedding Bells / Alarm Bells?
Regular readers of our Emerging Markets (EM) weekly blog will notice a two-week absence. After one proposal, two lockdowns and…
Read MoreA Dip in Confidence?
A busy week for the Federal Reserve, Peoples Bank of China and the European Central Bank. We discuss the events of the week and our view on US yields…
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