For more information please contact us
ashmail [at] ashmoregroup [dot] com (Email Ashmore)
Yemen and the new political reality in the Middle East
Weekly investor research
30 March 2015
A coalition of Arab states attacked Yemen and oil prices rose. We put developments in Yemen in their broader context to explain
why they are not going to have a lasting impact on either Saudi Arabia or oil prices. Brazil tapers its swap program. China
takes yet another step towards capital account liberalisation and Australia, Russia, Netherlands and Denmark apply to join the
AIIB as founder members. The results of Nigeria’s election should be become clear in the course of this week, and we
anticipate a return of ‘Eurofudge’ in negotiating Greek reforms.