FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Is Samsung Electronics entering a 'buy-the-dip' moment after its sharp sell-off? JPMorgan remains bullish, calling it the world’s 'cheapest memory stock,' with a profit surge cycle set to continue. 富途牛牛
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Across six EM pairs, 19 desks show wide dispersion — USD/INR and USD/KRW sit furthest above median targets, signalling the sharpest implied reversals.
Across six tracked EM pairs, consensus skews toward USD softness by year-end, but dispersion is widest in USD/TRY and USD/INR—where the real debate sits.
Nineteen desks show widest EM FX dispersion in USD/INR and USD/KRW, where spot trades well above median Dec-26 targets, signalling crowded USD-long positioning.
Live cross-firm bank consensus across 30 desks — FX, oil & gold
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