Deutsche Bank 4月10日长篇，46页。
　　Exports have rebounded sharply in EM Asia in Q1，prompting further upward revisions to our growth forecasts.Against this positive backdrop，however，concerns are increasing over the region’s growth prospects，with the US carrying out its trade review and as commodity prices pull back.Meanwhile，increasing FX risks and upside inflation surprises hint at earlier-than-expected rate hikes in some economies，as others opt for fiscal stimulus and economic reform.