The report ranks emerging market currencies based on 'defensive' metrics, highlighting currencies like RUB, BRL, THB, and KRW as having strong defenses. It provides detailed tables on currency exposure to the dollar and UST, real rates, and expected real rates. The report also discusses the economic outlook for these currencies, including expected FDI inflows and political risks.
doj/DataSet10/EFTA01379446.pdf
{"title":"Special Report: EMFX Outlook 2018: Growth-led Revaluation","document_date":"2017-12-11","document_type":"tabular","document_subtype":"financial report","key_organizations":["Deutsche Bank"],"reference_numbers":["DB-SDNY-0076924","SDNY_GM_00223108","EFTA01379446"]}