Overseas Research Daily 0624 | Bank of America Raises Semiconductor Sector Forecast: Market Size Could Reach $2.7 Trillion by 2030 - 富途牛牛
Overseas Research Daily 0624 | Bank of America Raises Semiconductor Sector Forecast: Market Size Could Reach $2.7 Trillion by 2030 富途牛牛
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EM FX Consensus Map: Week of July 11, 2026
Across six EM pairs, 19 desks show wide dispersion — USD/INR and USD/KRW sit furthest above median targets, signalling the sharpest implied reversals.
EM FX Consensus Map, Dec-2026: Six Pairs, 19 Desks
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.
EM FX Consensus Map: Week of July 10, 2026
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.