SCOTUS ruling EM-positive, risks remain

The US Tariff framework is changing. China is preparing for its National People’s Congress. Latin America is entering a period of political volatility. We give our take on the current EM environment.

Participants:

1. Richard Cochinos (Desk Strategy), FX Strategist
2. Abbas Keshvani (Desk Strategy), Asia Macro Strategist
3. Daria Parkhomenko (Desk Strategy), FX Strategist
4. Luis Estrada (Desk Strategy), LATAM FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts