摩根大通:上调新兴市场货币评级,对亚洲货币持超配评级

华尔街见闻
10 May

摩根大通(JPMorgan Chase)周五将其对新兴市场货币(EMFX)的评级从“低配”(underweight)上调至“中性配置”(market-weight),理由是投资者对关税缓解的可能性持更乐观态度,同时美元周期可能正在发生转变。 媒体报道,包括路易斯·奥加内斯(Luis Oganes)在内的摩根大通策略师在周五发给客户的报告中写道,该行此前对新兴市场货币的低配立场“并未奏效”,如今他们...

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