Download Jon Harrison's EM Watch "How to differentiate between EM"
We assess the public health response to the Covid-19 crisis in order to provide an insight into which EM might be first to see confidence return.
- Global: Confidence depends on beating the virus
- China: Test, track, contain
- Brazil: Public health relatively well prepared
- India: Limits to the world’s largest lockdown
- Russia: Pandemic-oil tension impairs policy
- Mexico: Delayed action adds new risks
- S. E. Asia: Indonesia unprepared for the virus
- South Africa: From the frying pan into the fire
- Turkey: Impending economic debacle
- We include 3-4 articles per month on ESG themes