The report discusses the outlook for emerging market foreign exchange (EMFX) in 2018, highlighting growth-led revaluation. It notes that EM FX valuations are still attractive and that USD strength and hedging demand are unlikely to disrupt EM FX revaluation. The report also identifies specific EM currencies that stand out based on valuation, growth/flows, and defensive metrics.
doj/DataSet10/EFTA01379445.pdf
{"title":"Special Report EMFX Outlook 2018: Growth-led Revaluation","document_date":"2017-12-11","document_type":"tabular","key_organizations":["Deutsche Bank"]}