Epstein File EFTA01379443: Perform and Manifest (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01379443: Perform and Manifest (DS10)

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This document is a financial analysis authored by Gautam Kalani, PhD, discussing emerging market foreign exchange (EM FX) performance projections for 2017 and 2018. The analysis categorizes currency positions as 'Defensive' longs based on fundamental strength and identifies external risks that could manifest around Q2. The document appears to be internal financial research from Deutsche Bank, containing currency valuation assessments and risk forecasting.

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perform manifest Deutsche Bank

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Gautam Kalani, PhD We believe EM FX can **perform** well for the remainder of 2017 and in 2018 on the following factors: 1) EM FX valuations are still attractive

Excerpt 2

longs into three categories: 1) 'Defensive' longs - currencies sebastian.brown@db.com that have stronger buffers/fundamentals and hence should be able to **perform**

Excerpt 3

However, a number of these external risks could **manifest** around Q2 (e.g.