J.P. Morgan has raised its year-end target for the MSCI Emerging Markets Index from 1,150 to 1,250, citing attractive valuations, a weaker U.S. dollar, and reduced uncertainty around U.S. trade policy.
The firm maintains an ‘overweight’ stance on emerging markets.J.P. Morgan expects continued dollar weakness, which could encourage greater diversification into EM assets. It also forecasts rate cuts in 19 of 21 EM countries in H2 2025—excluding India and Czechia—driven by easing inflation and softer growth. On FX, it sees the Brazilian real and Mexican peso as the top yielding EM currencies.
USD index, DXY:
This article was written by Eamonn Sheridan at www.forexlive.com. Read More Details
Finally We wish PressBee provided you with enough information of ( JP Morgan expects more USD weakness could encourage greater diversification into EM assets )
Also on site :