Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
JPMorgan believes that continually upward revisions to weather intensity forecasts, lower agricultural output, energy prices and narrowing policy space could together amplify risks in emerging markets; the impact on equities varies by sector and company.
J.P. Morgan ·
Bank of America’s quantitative indicators remain biased toward emerging-market currencies, but upward revisions to growth expectations have peaked and the dollar-weakness trade is fading. Interest-rate markets are diverging, while external debt positioning and valuations constrain the scope for a rebound.
Bank of America ·
