Blogs - emerging markets

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image EM contagion: Crisis upon crisis

EM contagion: Crisis upon crisis

05 Sep 2018 - Jon Harrison
  • Argentina, Turkey could be manageable, Brazil less so, China not at all
  • EM crises, tighter liquidity and Trade War lead to correlated markets
  • Negative feedback to DM will be via trade and China 

We mainta...

Argentina Brazil China Emerging Markets Liquidity Trade Trade War Turkey



Oil takes the world off the boil

Oil takes the world off the boil

11 Oct 2018 - Charles Dumas
  • September's $25-$30/barrel YoY addition to oil prices costs 1% of world GDP
  • Non-oil EMs, EA, Japan and Korea worst hit - significant demand slowdown
  • US, China less affected - shale frackers and other producers to boom in 20...

    China EA Emerging Markets Japan Korea Oil Oil price US

EMs: The Good, the Bad and the Ugly

EMs: The Good, the Bad and the Ugly

11 Jun 2018 - Martin Shenfield

Our latest thoughts from my colleague Larry Brainard re the EM recent washout. Recent EM market weakness is not a broader retrenchment in EM assets, but risks of contagion from the Argentine and Turkish crises are growing; ​US-China trade conflicts a...

Argentina Emerging Markets Turkey US China Trade


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