Cross-Firm EM Strategy
LIVEComparing emerging market FX and bond allocation views across 8 firms|2025 EM accuracy →
EM FX Consensus Score
Average FX view across firms (OW=+1, MW=0, UW=-1)
Firm EM Conviction
OW vs UW count per firm
Regional Conviction Radar
Bullish vs bearish % by EM region
FX vs Bond Consensus
Countries in top-right: consensus OW on both FX and bonds
Country-Level Firm Views
| Country | Region | Firms | FX Score | JPM | GS | ING | MS | MUFG | BofA | DB | BARC |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Malaysia | Asia | 7 | +1.00 | OW | OW | — | OW | OW | OW | OW | OW |
| Hungary | EMEA | 8 | +1.00 | OW | OW | OW | OW | OW | OW | OW | OW |
| Poland | EMEA | 8 | +1.00 | OW | OW | OW | OW | OW | OW | OW | OW |
| South Africa | EMEA | 8 | +1.00 | OW | OW | OW | OW | OW | OW | OW | OW |
| Dominican Republic | LatAm | 1 | +1.00 | OW | — | — | — | — | — | — | — |
| Mexico | LatAm | 8 | +1.00 | OW | OW | OW | OW | OW | OW | OW | OW |
| South Korea | Asia | 7 | +0.86 | — | OW | OW | OW | MW | OW | OW | OW |
| China | Asia | 8 | +0.63 | MW | OW | OW | OW | MW | OW | OW | MW |
| Brazil | LatAm | 8 | +0.50 | MW | OW | OW | MW | MW | OW | OW | MW |
| Turkey | EMEA | 8 | +0.38 | OW | MW | UW | OW | OW | MW | MW | OW |
| Chile | LatAm | 8 | +0.38 | OW | MW | MW | OW | MW | MW | OW | MW |
| India | Asia | 8 | +0.25 | MW | MW | MW | MW | MW | OW | OW | MW |
| Thailand | Asia | 7 | +0.14 | OW | MW | — | MW | MW | MW | MW | MW |
| Indonesia | Asia | 8 | 0.00 | MW | MW | MW | MW | MW | MW | MW | MW |
| Czech Republic | EMEA | 8 | 0.00 | MW | MW | MW | MW | MW | MW | MW | MW |
| Serbia | EMEA | 1 | 0.00 | MW | — | — | — | — | — | — | — |
| Colombia | LatAm | 8 | 0.00 | MW | MW | MW | MW | MW | MW | MW | MW |
| Peru | LatAm | 7 | 0.00 | MW | MW | — | MW | MW | MW | MW | MW |
| Uruguay | LatAm | 1 | 0.00 | MW | — | — | — | — | — | — | — |
| Romania | EMEA | 8 | -0.88 | UW | UW | MW | UW | UW | UW | UW | UW |