Report
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...
Provider
Tellimer
Tellimer

Tellimer provides an integrated suite of services focused on the world's developing markets. It offers world class investment research and local insights; end-to-end content distribution and analytics; market execution and corporate access; brokerage services across Fixed Income and Equities; and expert advisory services.

Tellimer is headquartered in London, UK, with additional offices in Dubai, Lagos, Nairobi, New York and Singapore. It is a division of Exotix Partners LLP.

Analysts
Hasnain Malik

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