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EM by EM #29: Biden’s party, EM’s hangover & Scholz’s nightmare

EM by EM #9 The EM proxy crime and when to commit it

As a new addition to our editorial, I will now provide a monthly overview of emerging markets, taking a step back from the intricacies and offering a broader perspective. The purpose of this feature is to outline our current positioning within the market cycle and highlight the key factors we are monitoring surrounding EM.

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EM by EM #29: Biden’s party, EM’s hangover & Scholz’s nightmare

EM by EM #6 – is Brazil still attractive?

Having commenced this series with a bullish perspective on Brazil, it has now been approximately two months since my initial analysis. As I reassess the situation, I contemplate whether the trade is losing momentum or if there are still untapped profits to be seized.

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