We are introducing our new EM Pulse publication, highlighting our views across Asia, EMEA, and LatAm in 2026. This episode features discussions from our positive view on CNY and China’s outlook to why we think the South African rand’s positive momentum can continue and the role of FX carry in the outperformance of LatAm FX this year.

Participants:

1. Richard Cochinos (Desk Strategy), FX Strategist
2. Abbas Keshvani (Desk Strategy), Asia Macro Strategist
3. Daria Parkhomenko (Desk Strategy), FX Strategist
4. Luis Estrada (Desk Strategy), LATAM FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts