#brzu

The Prospects For Emerging Markets

Key points

We see room for a further recovery in emerging market (EM) assets, particularly equities, after an unexpectedly prolonged selloff.

The Fed raised rates last week, and Italy released a draft budget that was more expansionary than expected. Brent crude hit a four-year high.

Polls suggest Brazil’s election on Sunday will result in a second round with two far-from-center candidates. Local…

01.05.2018

We’re around Andrzej’s home town to deliver around half of the Polish invitations. This means 5 black teas per day, and confessing about not having our wedding clothes yet. But nonetheless, meeting like this with every one and catching up with family has been very nice.