Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead
EM and risk assets rallied last week, due in large part to increased Fed stimulus as well as plans by OPEC+ to cut oil production. This really may carry over into this week and yet when all is said and done, the global economy won’t avoid recession and the economic numbers are likely to worsen significantly before they get better.
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
