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)
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 >