It is too early to chase the reflation theme – Morgan Stanley
Summary
By sueyangfx.com September 22, 2020 at 06:06AM Morgan Stanley argues that investors should be wary about betting on a catch-up in EM assets as the global backdrop becomes less supportive The firm says that current market environment is seeing the […]
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September 22, 2020 at 06:06AM
Morgan Stanley argues that investors should be wary about betting on a catch-up in EM assets as the global backdrop becomes less supportive
The firm says that current market environment is seeing the Fed no longer providing the same tailwinds for a weaker dollar, while the outlook for US fiscal stimulus remains uncertain and virus cases