Expect Further EM Currency Outperformance, Especially Against Yen
My colleagues and I continue to see further medium-term weakness for the US dollar and, in this respect, favour emerging market (EM) currencies. Our top picks in our key market views are the Chilean peso (CLP) and the Singapore dollar (SGD). Our other EM favourites include the Mexican peso (MXN), Brazilian real (BRL) and South… [Read more]