MédiasPodcast: Assessing the drivers of EM currencies since the start of the pandemic
Podcast: Assessing the drivers of EM currencies since the start of the pandemic
360T & Millennium Global Investments |
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In March 2021 Millennium Global Investments published a report analysing whetheremerging market (EM) currencieswere priced as cheap or expensive relative to the global environment. The authors of that report,Claire Dissauxand Elisa Baku — who respectively hold the titles of Global Head of Economics and Strategy and Economist at the currency management specialist — both join the podcast with 360T, to discuss its findings, and what they mean for investors. They also talk about why currency performance is likely to diverge significantly amongst EM countries and how the pandemic has impacted conditions in these markets.