Era of USD strength versus emerging currencies mostly behind us

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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 >

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Jean-Charles Sambor

Deputy Head of Emerging Markets Fixed Income

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