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Market Strategy - COP To Outperform Alongside MYR, PHP, MXN - 14 AUG 2017

The US dollar's trend remains bearish across the board, but is looking increasingly oversold and is trading increasingly cheap relative to real yield differentials. As such, we hold a relatively neutral view at present. We continue to expect the MYR, PHP, and MXN to outperform relative to EM FX. We have also adopted a view of COP outperformance given the improving fundamental and technical...

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