The extent of the latest rout in emerging market currencies has prompted comparisons with previous crises, such as that in the autumn of 2008. But we suspect some recovery may be around the corner...

A number of equity markets in Emerging Europe – Poland’s in particular – have proved relatively resilient during the recent emerging market sell-off. We think they may continue to outperform equities...

We doubt the recent significant underperformance of Brazil’s local currency government bonds will last. A surge in yields has been mainly driven by expectations of much more aggressive monetary...

The respite enjoyed by emerging markets (EMs) during the first half of July has not lasted. Indeed, net portfolio inflows remained negative over the course of the month as a whole according to EPFR...