Emerging Markets FX Roadmap:Local matters amongst global chatter
类型:投资策略 机构:香港上海汇丰银行有限公司 研究员:香港上海汇丰研究所 日期:2017-10-12
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With the hawkish outcome from the latest FOMC meeting, EM FX has been on theback foot. This plays into our thesis that ‘lightning can strike’. EM FX weakness shouldbe temporary. Looking beyond the Fed, there are other drivers at play
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