EM Strategy Monthly: Huawei: A bridge too far for Trump's art of the deal

  • Risk: We cut our risk call to moderate negative out of concern about the outlook for the US-China trade talks.
  • Russia: We like Russia’s strong economic fundamentals and limited correlation with other EM markets; we raise our call to strong positive.
  • India: We cut our call to negative owing to slowing growth and new populist initiatives by the new BJP government.
  • Brazil: We raise our call from negative to positive amid cheap valuations and signs that pension reform is beginning to move forward in the Congress.

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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