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Hyperbole

Weekly investor research

08 May 2018

Profit taking in EURUSD has morphed into profit taking in EM FX. Neither fundamentals nor value considerations support a sustained moved against EM currencies. This is the best entry point in EM fixed income for at least a couple of years, in our view.

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Africa’s public markets: Issues for investors

The Emerging View

19 November 2019

African public markets are relatively young. Alongside Chinese finance, they are encroaching on space previously monopolised by donors. Despite the rapid growth of Africa’s public markets in recent years,...

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A new Constitution in Chile: written by fully elected Constitutional Assembly this time

Weekly investor research

18 November 2019

Lawmakers took an important step to de-escalate protests in Chile after agreeing on a time-frame for a new Constitution to be written. Economic activity rebounds in Brazil, Turkey and Russia. China unveils...

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