Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead
EM central banks remain in easing mode, as the US-China trade war continues to have ripples across global markets. Reports suggest little progress has been seen, suggesting headwinds to global growth will continue through much of H2. We remain negative on EM, as the liquidity story (both domestic and global) is not enough to offset the uncertain global growth story.
Win Thin is the Global Head of Emerging Markets Strategy and has over 25 years of investment experience. He has a broad international background with a special interest in developing markets. Prior to joining BBH in June 2007, he founded Mandalay Advisors, an independent research firm that provided sovereign emerging market analysis to institutional investors. Prior to that, Win was a vice president and international economist, covering major emerging markets in Asia and Latin America for Alliance Capital Management
