EM Watch: Reasons to be cautious

  • Global: Multiple factors weigh on EM risk
  • China: Investors’ views of stimulus and deflation
  • Brazil: Congressional leadership boost to reform
  • India: Budget populism vs fiscal discipline
  • Russia: Homebuilding and mortgage positives
  • Mexico: GDP slows, labour strife grows
  • Malaysia: Gloomy outlook despite export pick up
  • Strategy: Asset allocation summary

Economics

Politics

Markets

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

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

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