The document provides an analysis of currency trends and recommendations for investments in the EMEA region. It suggests going long on PLN and HUF due to competitive real exchange rates and strong German demand, while staying short on TRY due to insufficient reserves and external deficits. The analysis includes correlation data, growth prospects, and the impact of global economic conditions on various currencies.
doj/DataSet10/EFTA01451189.pdf
{"title":"FX Blueprint: Thin end of the wedge","key_people":["Deutsche Bank Analysts"],"document_date":"2014-01-09","document_type":"tabular","key_locations":["EMEA","Poland","Germany"],"document_subtype":"financial analysis","key_organizations":["Deutsche Bank","Bloomberg Finance LP"]}