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EM and the US mid-term election

Weekly investor research

22 October 2018

The US mid-term election is approaching. After a long and noisy campaign, what does the post-mid-term election period have in store for EM investors?

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EM unlikely to be at risk of another ‘Taper Tantrum’ episode

Weekly investor research

22 February 2021

Fears of another ‘Taper Tantrum’ sell-off episode, similar to 2013 due to the ongoing increase in US treasury yields are misplaced. Travel declined by three-quarters during the Chinese New Year in...

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EM is no longer a commodity play

The Emerging View

16 February 2021

EM is no longer a commodity play. This report establishes commodity profiles for 114 EM countries and shows that extreme sensitivity to commodities is concentrated in a relatively small section of EM,...

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