HSBC Global Research - Emerging Markets FX Roadmap
Language: English
Date: 16 December 2011
Page: 76

Model portfolio and trade recommendations 3
Chart of the month 4
Latam at a glance 6
Latam FX: Bracing for a volatile start to 2012 7
Latin America Economics 12
Weaker CLP in 2012 21
MXN: Cheap, but no guarantee of a recovery 28
Asia at a glance 33
Offshore RMB Q&A 34
Rupee: Into thin air 40
EMEA at a glance 47
Politics and RUB 48
ZAR and Rates: the broken chain 54
Real effective exchange rates 62
Key global economic and FX assumptions 68
Currency reference table 70
Emerging markets FX strategy biographies 71
Disclosure appendix 74
Disclaimer 75

20111216 Emerging Markets FX Roadmap.pdf
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