海外研报

Summertime unwind?

Macro focus: Notwithstanding supportive fundamentals and burgeoning rate cuts across the EM complex, a more open US election is an ongoing source of EM

Argentina Oil & Gas Model Update

See page 14 for analyst certification and important disclosures, including non-US analyst disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be