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) Source: Bloomberg, 15/03/2019
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