James Syme seeks to explore some of the dimensions of the current US-China tension and what it might mean for markets.
Disclaimer
The views expressed are those of the portfolio manager as of June 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
Emerging markets to avoid: the JOHCM Emerging Markets Opportunities team provide their top down analysis.
We previously wrote that "banks generally carry a triple threat in this environment". We now update that to four threats.
James Syme provides the team’s signature top-down analysis of emerging markets and the risks and opportunities, country-by-country.
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