EM Strategy Monthly: Why we are facing a perfect storm in EMs

  • Risk: We maintain our strong negative call on overall risk.
  • Russia: With sanctions risk mostly priced in, we maintain our positive call on equities.
  • China: We maintain our strong negative call on the yuan.
  • Mexico: With the tentative deal on NAFTA, we maintain our positive call on equities.

Economics

Politics

VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

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TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

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