EM Watch: Asset Allocation + Chart Pack

  • Strategy: Asset Allocation summary
  • China: Weaponizing interdependence
  • Brazil: Resilient trade balance despite tensions
  • India: Thumbs down to the budget
  • Russia: Faster rate cuts signalled
  • Mexico: Consumer demand stays sluggish
  • Malaysia: Trade data point to better growth
  • Turkey: Rate cuts coming after CBRT firing
  • Strategy: Close Indonesia equities, Mexico credit
  • Monthly EM slide deck: EM in Charts

Economics

Politics

05 Apr 2019

Russia: Labour fix

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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Track Record

We have a 30 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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