Key Analysis

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Dovish EM MonPol Shift; Three Opportunities

We forecast that between now and year-end, the Hungarian and South African central banks will keep rates on hold, and the Russian central bank will cut rates by 150bps. By contrast, the markets are...

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ASEAN Palm Oil Companies: Four Key Trends

The palm oil sector is on track to record a small improvement in performance in 2016, helped by higher palm oil prices. However, challenges will return in 2017, as prices will head lower. Amid this...

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Low Price Climate To Drive Consolidation

Australian and Brazilian iron ore producers will continue to drive global iron ore production, while Chinese firms will lose market share due to their position at the higher end of the cost scale.

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Emerging Markets Key Themes Chartpack - Q316

Emerging markets (EMs) are slowly recovering following extremely testing times in recent years. We expect several key themes to play out over the coming quarters. EMs will outperform developed...

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