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The United States and Israel launch war against Iran, JPMorgan reduces overweight allocation in emerging markets

The United States and Israel launch war against Iran, JPMorgan reduces overweight allocation in emerging markets

华尔街见闻华尔街见闻2026/03/02 17:11
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Strategists have reduced the weighting of their long positions in emerging market currencies and bonds by about half, citing the highly unpredictable nature of armed conflicts. The bank remains optimistic about Latin American currencies and interest rates, as the region is less affected by oil price fluctuations and has stronger arbitrage buffers. Expand
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