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Relative resilience of CNY
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中国市场:基于中国相对韧性,重新布局人民币多头;市场对人民币汇率输入性通胀的担忧过度China Local Markets Weekly_ Re-engage with CNH longs on China’s relative resilience; imported-inflation fears for CNY rates overdone. Fri Mar 13 2026
2026-03-17 02:07
Current trade recommendations | Current outright trades | Entry Date | Entry | Current | P&L | Relevant Note | | --- | --- | --- | --- | --- | --- | | Long CNH vs EUR and USD | 12-Mar-2026 | 100.0 | 100.1 | +0.1% | Note | | GBI-EM Model Portfolio | Positions | Weight | | | | | CNY FX | MW | | | | | | CNY bonds | MW | | | | | J P M O R G A N Global Markets Strategy 13 March 2026 China Local Markets Weekly Re-engage with CNH longs on China's relative resilience; imported-inflation fears for CNY rates overdone ...