Keep EM and carry on

Keep EM and carry on

By Financial Times

China is tightening liquidity, commodities have fallen, oil is volatile. So why is Goldman Sachs' Kamakshya Trivedi upbeat about emerging market currencies? It's all about current account balances, inflation, very good trade data and a shift in political risk, he tells Roger Blitz

Hosted on Acast. See acast.com/privacy for more information.

-
-
Heart UK
Mute/Un-mute