EM Watch: Disinflation and trade woes

 

  • Global: External factors to hit EM FX
  • China: Towards a two-stage trade deal process
  • Brazil: Stage is set for economic recovery
  • India: Easier monetary policy on growth fears
  • Russia: Rusal/En+ and de-dollarization
  • Mexico: Toll to mount as fuel crisis continues
  • Turkey: Pre-election support measures rolled out
  • Philippines: Trade balance likely to weaken
  • Strategy: Asset Allocation summary

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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