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Thank you, Mr President

Weekly investor research

02 May 2017

More reforms in Brazil. NAFTA volatility in Mexico. Hikes in Turkey. OAS withdrawal in Venezuela. Accelerating growth in South Korea. Court goes nuclear in South Africa. FX reserves hit USD 400bn in Russia. China focuses on financial stability. We thank Trump for the good times and speculate about the upcoming UK-EU divorce settlement.

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Uzbekistan looks set to become the 73rd EMBI GD member

Weekly investor research

18 February 2019

Uzbekistan issued its inaugural sovereign Dollar-denominated bond last week. This means that Uzbekistan will likely become the 73rd EM country in the JP Morgan EMBI GD index. The enormous diversity of...

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Declining inflation re-injects value into EM local bonds

Weekly investor research

11 February 2019

Despite strong performance in January, Emerging Markets (EM) local currency bonds retain their attractiveness due to the continuing decline in inflation in EM countries. Fears of pass-through from last...

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