德银-全球-投资策略-新兴市场宏观与策略聚焦-20180209-28页

DeutscheBankMarketsResearchGlobalEmergingMarketsUnitedStatesEconomicsForeignExchangeRatesCreditDate9February2018EMMacroandStrategyFocus________________________________________________________________________________________________________________DeutscheBankSecuritiesInc.DISCLOSURESANDANALYSTCERTIFICATIONSARELOCATEDINAPPENDIX1.MCI(P)083/04/2017.EditorsDrausioGiacomelli(+1)212250-7355JedEvans(+1)212250-8605SebastianBrownStrategist–LatAm(+1)212250-8191GautamKalaniStrategist–EMEA+44(20)754-57066JulianaLeeSeniorEconomist+852(2203)8312GuilhermeMaroneStrategist-LatAm(+1)212250-8640ElinaRibakovaChiefEconomist(+44)207547-1340ChristianWietoskaStrategist–EMEA(+44)20754-52424EconomicsFocus:InAsia,Indonesia,SriLankaandThailandarelikelytokeeppolicyratessteady,butwaitingforanysignofashiftinpolicybias.InEMEA,Q4GD