archiveEmerging-market currencies

Analysts at JPMorgan Chase are reportedly doubling down on emerging market currencies as the US dollar struggles its way through 2025. In an analysis published last week, the financial giant’s strategists gave emerging market currencies an overweight recommendation and predicted the market wouldn’t panic over the Israel/Iran conflict, Bloomberg reports. “The next few days will be critical to this, but we would think there is a higher bar for markets to panic.” The recommendation is the opposite of what the investment bank’s strategists predicted earlier this year. Following President Donald...

"The bigger issue is that we have had a lot of policy uncertainty which got going in the first quarter but really took off with Liberation Day and all the volatility around the tariffs in the first weeks of April which is after the Q1 GDP report period," says Arnab Das, InvescoWith the US GDP down 0.2%, are we seeing early signs of policy induced taxation risk according to you?Arnab Das: Look, there is an element of that. What happened to drag down GDP growth in the first quarter was...