JPMorgan downgrades EM FX to Market Weight from Overweight, justified by short-term positioning being overbought
JPMorgan's downgrade of EM FX to Market Weight indicates a reassessment of short-term positioning, which they perceive as overbought.
Samsung Electronics (005930 KS) is reportedly reconsidering advanced packaging (AVP) investment, HankYung reports
Morgan Stanley writes that the UK should target a doubling of gov't bill issuance over a five year horizon, to increase flexibility, meet demand, reduce funding costs and reduce the weighted-average maturity of debt stock
JPMorgan downgrades EM FX to Market Weight from Overweight, justified by short-term positioning being overbought
Tencent (0700 HK), Fidelity and Temasek are reportedly looking to invest in the IPO of Busy Ming, Bloomberg reports citing sources
[MARKET ANALYSIS] Fixed underpinned by the latest US tariffs, JGBs hit with yields higher as Takaichi outlines election plans
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This suggests a potential for a pullback in these currencies as investors may scale back exposure, influencing overall market sentiment and possibly leading to shifts in capital flows towards other assets.
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