"The evident economic difficulties that have hit Turkey and Argentina this year have so far been viewed by markets as largely confined to those two countries — with limited spill-over potential to other emerging markets," Jon Harrison, managing director of emerging-market macro strategy at TS Lombard, told CNBC via email. "What has changed is Brazil. The likelihood of a market friendly outcome in the Brazilian election first-round has receded (and that) has the potential to shock markets out of their complacency," he added.
We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.READ MORE