Illegal Activity
none
Blackmail
none
Date
2017-12-11
Document Type
report
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This Deutsche Bank report provides an outlook on Emerging Market Foreign Exchange (EM FX) for the remainder of 2017 and 2018, highlighting factors such as attractive valuations, potential for EM inflows, and reduced external vulnerabilities. The report identifies specific EM currencies that are expected to perform well and outlines potential risks stemming from US inflation, global QE reduction, and Chinese growth.
Metadata
- Subject
- EMFX Outlook 2018: Growth-led Revaluation
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0076920 SDNY_GM_00223104
- Date
- 2017-12-11
Relationships 5
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Christian Giacomelli | Strategist | Deutsche Bank | Strategist at Deutsche Bank |
| Sameer Goel | Macro Strategist | Deutsche Bank | Macro Strategist at Deutsche Bank |
| Gautam Kalani | Strategist | Deutsche Bank | Strategist at Deutsche Bank |
| Sebastian Brown | Strategist | Deutsche Bank | Strategist at Deutsche Bank |
| Jae Cvar | Strategist | Deutsche Bank | Strategist at Deutsche Bank |
Notable Quotes 2
We believe EM FX can perform well for the remainder of 2017 and in 2018 on the following factors: :: EM FX valuations are still attractive; ; There is room for further EM inflows (particularly into equities); ": Higher, more synchronized growth and narrowing gaps are supportive for EM currencies; •il EM's external vulnerabilities have reduced, and are far lower than in 2013.
We like the 'good vs. bad EM' commodity RV trade of long RUB and BRL vs. short COP.
Public Knowledge
- Context
- Investment outlooks from major banks are often of interest to the media.
- Media Worthy
- Yes
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 3
Deutsche BankDeutsche Bank Securities Inc.Fed
Locations 2
USChina
Text Analysis
- Tone
- Professional
- Purpose
- To provide an outlook on Emerging Market Foreign Exchange (EM FX) performance for the remainder of 2017 and 2018.
- Significance
- The document provides insights into Deutsche Bank's investment strategy and expectations for EM FX, which could influence market trends.
File Info
- File Name
- EFTA01379443.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:18.931013
- DOJ Source
- View on DOJ