J.P. 摩根-全球宏观策略-主要交易及风险：2022年新兴市场股票策略-2021.11.30-1.pdf

Global Equity Research 30 November 2021 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Key Trades and Risks 2022 Year Ahead - Emerging Markets Equity Strategy Equity Macro Research EM Equity Strategist Pedro Martins Junior, CFA AC (55-11) 4950-4121 pedro.x.martins@ Bloomberg JPMA MARTINS GO Banco J.P. Morgan S.A. Jainik Mody, CFA (44 20) 3493-0443