Summary: Expect further volatility from UK leadership changes, although we may be oversold. The worse markets get, the less likely Brexit becomes. The end result of […]
Summary: the nature of western representative democracy and vested interests makes Brexit highly unlikely. The only way it is likely is if markets stage a large […]
Politics, Governance & China
The below is an excerpt from our June Government’s and Markets Report for subscribers.
Global equity markets have entered a stand-off between fundamental factors, […]
“Erdogan once said that democracy, for him, is a bus ride … ‘once I get to my stop, I’m getting off’ ”
Jordan’s King Abdullah recalling a conversation […]
This is an excerpt from our May Governments and Markets report.
In our 2016 outlook reports published in December, we correctly forecast that the Fed would be forced […]
In the report ‘China; stimulus papering over the cracks’ which was published on Friday, we once again focus on developments in China, where we believe that the recent improvement […]
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country weightings.
We provide more detail on each […]
This an overview of our latest Governments & Markets EM update. Subscribers should have received the full report via e-mail, please contact us if you haven’t.
China and the EM […]