BNP AM

The official blog of BNP Paribas Asset Management

Era of USD strength versus emerging currencies mostly behind us

Listen to Jean-Charles Sambor, Deputy Head of Emerging Market Debt at BNP Paribas Asset Management, talking about the prospects for emerging market currencies.

Among the topics covered in this interview:

  • The end of the US Federal Reserve’s cycle of interest-rate rises alleviates EM currencies of a significant headwind.
  • The differential in economic growth is favourable to emerging markets relative to their developed market peers.
  • On a relative value basis, Jean-Charles explains in which sectors of the emerging market debt market he currently sees opportunities.

Performance of selected emerging market currencies

(% depreciation/appreciation relative to the US dollar between 02/01/2018 - 15/03/2019) Era of USD strength versus emerging currencies mostly behind us Source: Bloomberg, 15/03/2019
For more articles by Jean-Charles Sambor, click here > Fore more on emerging market debt investing, use our fund search >

Related articles

Weekly insights, straight to your inbox

A round-up of this week's key economic and market trends, and insights on what to expect going forward.

Please enter a valid email
Please check the boxes below to subscribe