ashmail [at] ashmoregroup [dot] com (Email Ashmore)
How will Trump’s Trade War with China impact EM FX and rates?
Weekly investor research
25 June 2018
US President Donald Trump continues to escalate his trade war with China. How will America’s seemingly inexorable lurch towards autarchy impact the rest of the world, including EM FX and rates? Read all about it here!
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,...