Table of content
Emerging Markets and the Global Economy in the Month Ahead 10
High Oil Prices: Winners and Losers Updated 21
Hedging the Non-Linear Effects of Oil Prices 27
Sovereign Credit: CDS as a Substitute for Bonds 31
Macro Repercussions of MENA Crisis 36
Oil Spike: Ways to Play the Spike in Latam Equities 40
Theme Pieces 120