Hasnain Malik

The Dollar leads Emerging Markets equities: The veteran's mantra

The mantra that I have heard in emerging markets is that any pitch for funds from asset allocators gets off the ground much more easily when everyone in the room (I guess, these days, I should say "on the call") agrees that the outlook for the US$ is stable and, ideally, weak.
In contrast, a strengthening US$ forces EM equity fund managers to walk up a down escalator: the FX rates in the countries where their favourite companies operate face downward pressure (unbearably so for countries with...

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Hasnain Malik

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