Every indexed document

but Republican financial policy leaders appear promarkets

the transition team posted a statement that it will be “working to

FX & EM 2017 Year Ahead | 16 November 2016

a former SEC commissioner under George W Bush

cross-currency basis & coupon vs principal STRIPS

percentage of respondents in Global Fund Manager Survey

we believe tail-risk hedging will be more important than ever

were either during the event itself (China recession worries alongside capital

and we do not expect the central bank to intervene

FX & EM 2017 Year Ahead | 16 November 2016

we expect the currency to appreciate in real terms if growth

which is an important electoral year. Therefore

we think the currency needs to weaken given the recent

despite showing some detachment from global factors and some positive inflows

and the currencies are not expensive relative to

central banks are interested in keeping their currencies stable

which reduces the downside risk for the trade

the Indian rupee seems to be the only one in the region that is expected

especially after the Bush tax cuts. However

Bank Indonesia has built good amount of reserves to prevent