Bank of America Merrill Lynch EM and Japan equity strategy memo referencing Trump administration

Bank of America Merrill Lynch EM and Japan equity strategy memo referencing Trump administration The document is a routine investment strategy memo with macroeconomic charts and trading recommendations. It contains no specific allegations, financial flows, or connections to high‑level officials beyond generic references to the Trump administration’s trade policies, offering no actionable investigative leads. Key insights: Charts show EM recovery and Japan equity overweight sentiment.; Mentions potential impact of a strong USD and Trump trade tensions on EM markets.; Recommends long EM position hedged with USD and CNH put, and long Japanese equities.