For more information please contact us

ashmail [at] ashmoregroup [dot] com (Email Ashmore)

Turning Japanese

Weekly investor research

18 August 2014

The situation in Eastern Ukraine is reaching another critical stage, which can now usher in genuine de-escalation or yet another round of self-destructive economic retaliations between the West and Russia. Indonesia looks better than the latest current account number would suggest. Malaysia is scorching hot. Uncertainty erupts in Brazil after a presidential candidate is killed in a plane crash. Speculation grows that a sale of CITGO in Venezuela is linked to on-going arbitration court cases; we do not think the two are directly linked. There’s a new PM in Iraq, but it is all about oil. China reported a massive trade surplus. No progress in talks with holdouts in Argentina. Less than spectacular data in India, but there are good reasons to discount the numbers somewhat.

Full article

Latest Insights

View all