In March 2021 Millennium Global Investments published a report analysing whether emerging market (EM) currencies were priced as cheap or expensive relative to the global environment. The authors of that report, Claire Dissaux and 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.
Source: 360T Podcasts
Photo by Matt Botsford on Unsplash.