การขยับขึ้นของน้ำมันและความอ่อนไหวของค่าเงิน EM

That's a solid point. The sustained rise in oil, even if gradual, could definitely start to pinch those economies, especially if their recovery isn't strong enough to offset the import bill. Are there any particular EM currencies you're watching most closely for this impact?

That's a solid point. Even a gradual increase in oil prices can really start to chip away at those current accounts for import-reliant EMs. Are there any particular currencies you're keeping a closer eye on given this trend?