Emerging Markets Spotlight

A top-down look at the countries the JOHCM Global Emerging Markets Opportunities team are avoiding. 

  • James Syme
  • Paul Wimborne
15 Jul 2020
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View PDF   Download PDF  
  • We group our selected country-level market drivers into five broad groups, but we also recognise that some of these will be more important than others at particular times.
  • The current environment is one of these times, where pre-existing balance of payments strengths and weakness have outweighed the effects of monetary and liquidity stimulus that are being applied across emerging markets.


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