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Fire and fury or geopolitical flatulence?

Weekly investor research

14 August 2017

The Global Backdrop section explains why the Trump-Kim Jong-un verbal slugfest is an opportunity to buy completely unrelated assets at a discount. The report also discusses the recent decline in Emerging Markets (EM) inflation, the Venezuelan situation, the Kenyan election, President Jacob Zuma’s political survival in South Africa, the primaries in Argentina, weaker data in China and green shoots in Brazil.

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Further progress in Ecuador economic reforms and Argentina debt renegotiation.

Weekly investor research

26 May 2020

Ecuador implemented further economic reforms. China withdrew its GDP growth target, but increased the fiscal deficit. Argentina postponed the deadline for debt renegotiations to 02 June. Indonesia kept...

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African finance ministers say support from multilateral organisations should not disrupt access to international capital markets

Weekly investor research

18 May 2020

The finance ministers of 16 African countries requested a 2 year suspension of payments to debt owed to International Financial Institutions (IFIs), but said debt relief should not be conditional upon...

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