At Eurizon SLJ, we have a passion for sport and competition and at the same time are motivated by understanding the markets, their economic and policy dynamics and their relations and interconnections with the political and social trends.
With the Olympics firmly under way, our new series of EM Insights aims to be a companion to the Olympic & Paralympic Games. We will provide macroeconomic and investment analysis on a wide range of topics whose common denominator will be the Emerging Markets that have, with varying degrees of success, competed at the Olympics and Paralympic Games.
Sri Lanka is in a state of distress. From a bottom up standpoint, it is expected to rebound this year, although the recovery is likely to lag both global and regional peers. Likewise, the recovery faces further downside risks as...READ MORE
We are very optimistic when it comes to the outlook for Ghana. From a bottom up standpoint, the recovery is on firm footing, reflected by favorable IMF forecasts over the next two years...Read more
Following a swift vaccination programme and accommodative policies to cope with last year’s draught, the Moroccan economy is on the way to recovery. However, downside risks remain, with a difficult balance between sustaining the recovery and rebuilding policy buffers used to fight the crisis.Read More
Emerging Markets = China + EM ex China
Aggregation is often used as an efficient shortcut to help investors think about market segments. But we find the term ‘EM’ increasingly problematic, because of the stark divergence between China and the rest of EM.Read More
More Country Profiles to follow
Throughout the duration of the Olympics and Paralympics we will be publishing further country profiles. To be automatically notified of these releases please subscribe to our insights using the form below.
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