August 2016 Analysis

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Market Strategy - Bullish Mexico Amid Regional Equity Rally - 22 AUG 2016

A bullish technical picture for emerging market (EM) equities indicates additional upside potential for Latin American stocks over the coming months. While the rally in EM equities is largely attributable to the bounce in global commodities, especially oil prices, as well as recent weakness in the US dollar amid a re-pricing of interest rate expectations, Latin American stocks are benefitting...

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Political Risk Analysis - Morocco Rejoining The AU: Influence To Increase, Western Sahara Stalemate To Continue - 01 AUG 2016

By rejoining the African Union, Morocco aims to increase its diplomatic reach on the continent. This marks a radical shift from the empty-seat strategy Morocco had adopted since 1984. Rabat will use its newly-found lobbying power to push forward its view on Western Sahara and increase its economic influence in Sub-Saharan Africa.

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