EM Strategy Monthly: China slowdown? Yes, but this time the policy response will be different

  • Risk: We cut our call on risk to negative to reflect the rise in market uncertainties associated with global growth and the trade war.
  • Indonesia: We raise our equity call to positive to reflect continuing relatively strong growth amid improving fiscal performance.
  • Russia: Prospects later this year for a pickup in growth and continuing cuts in policy rates are positive; we maintain our positive call on equities.
  • Brazil: We view equities as oversold given more positive growth prospects and progress on pension and tax reforms. We maintain our positive rating.

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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

READ MORE
TRACK RECORD

Track Record

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

READ MORE
PRESS

Press

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

READ MORE

Menu

Client Login


Don't have an account? CREATE YOUR ACCOUNT
TRIAL