Fri Apr 1, 2011 16:26 GMT |
My colleagues and I continue to see further medium-term weakness for the US dollar and, in this respect, favour emerging market (EM) currencies. Our top picks in our key market views are the Chilean peso (CLP) and the Singapore dollar (SGD). Our other EM favourites include the Mexican peso (MXN), Brazilian real (BRL) and South… [Read more]
Tags: Brazilian real, BRL, Chilean peso, CLP, EM, emerging market currencies, FX, JPY, Korean won, KRW, Mexican peso, MXN, SGD, Singapore dollar, US dollar, yen
Posted in: Asia, Brazil, Currencies, General, Latin America
Fri Mar 5, 2010 17:25 GMT |
In this week’s podcast Mark Schaltuper (Head of Latin America Analysis) and Terry Alexander (Head of Country Risk and Financial Markets) discuss the return of risk appetite to global markets. Assessing recent moves and a stronger-than-expected bounce in developed markets’ equities, we explore potential opportunities and the implications for emerging markets.
Standard Podcast [12:46m]:
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Tags: Dow Jones, emerging markets, equity rally, GBP, Ghana, INR, JPY, korea, KRW, Market Sentiment, mexico, MXN, Nigeria, peso, Risk Appetite, rupee, USD, won, yen
Posted in: Currencies, Equities, Financials, General, Podcast, US