The report provides an outlook on emerging market foreign exchange (EM FX) for 2018, highlighting potential performance based on factors like attractive valuations, potential for further inflows, synchronized growth, and reduced external vulnerabilities. It categorizes EM currencies into 'defensive' longs, idiosyncratic revaluation longs, and wild cards, while identifying vulnerable currencies and recommending specific relative value trades.
doj/DataSet10/EFTA01379451.pdf
{"title":"Special Report: EMFX Outlook 2018: Growth-led Revaluation","key_people":["Drausio Giacomelli","Sebastián A. Brown","Sameer Goel","Gautam Kalani"],"document_date":"2017-12-11","document_type":"other","key_locations":["New York","Singapore","London"],"key_organizations":["Deutsche Bank Securities Inc."]}