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 for EMFX in 2018, predicting growth-led revaluation. It highlights the impact of global growth, portfolio inflows, and attractive valuations on EM currencies.
Metadata
- Subject
- Special Report: EMFX Outlook 2018: Growth-led Revaluation
- Sender
- Deutsche Bank Securities Inc.
- Recipients
- —
- Document ID
- DB-SDNY-0076922 SDNY_GM_00223106 EFTA01379444
- Date
- 2017-12-11
Relationships 2
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| EM FX | correlation | Global growth | EM currencies tend to perform well during periods of global growth acceleration. |
| EM growth | relative | DM | Higher EM growth relative to DM is associated with inflows into EM. |
Notable Quotes 2
Global growth is turning more supportive and synchronized; Portfolio inflows are pro-cyclical on growth (particularly in equities);
EM EX valuations are attractive for the most part; as output gaps narrow arid external vulnerabilities remain contained. monetary policy may tighten.
Financial Information
Amounts:5%7%4.5%3%3.9%4.9%
Assets:
- EM FX
- EM equity allocations
Transactions:
- Portfolio inflows are pro-cyclical on growth
- EM inflows are most sensitive to the USD cycle and growth
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 3
Deutsche Bank Securities Inc.Secenberg Armor LPEPFR
Locations 6
TurkeySouth AfricaLatAmEMEAAsiaUS
Financial Entities 1
core CB
Text Analysis
- Tone
- Professional
- Purpose
- To provide an outlook for Emerging Market Foreign Exchange (EMFX) performance in 2018, focusing on the impact of global growth and other factors.
- Significance
- The report analyzes the potential for EMFX revaluation driven by growth, portfolio inflows, and attractive valuations.
File Info
- File Name
- EFTA01379444.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:00.440274
- DOJ Source
- View on DOJ