JPMorgan Econ FI-Emerging Markets Outlook and Strategy Broadening growth help...-107460605
2024-04-17 00:47
更多资料加入知识星J球P：水M木调O研纪要R 关G注公A众号：N水木纪要 Global Emerging Markets Research 08 April 2024 Emerging Markets Outlook and Strategy Broadening growth helps EM weather higher core rates Key topics Emerging Markets Strategy Luis Oganes AC • An improving global growth outlook helps provide offsets for EM assets to (44-20) 7742-1420 higher US yields. luis.oganes@jpmorgan.com J.P. Morgan Securities plc • Our recommendations remain OW EM FX, OW EM local rates (in smaller Jonny Goulden AC size) and MW in EM credit, with a b ...