Emerging Markets FX: The Framework of Opportunity
By Torrie Callander, CFA & Canberk Yalcin Emerging Market (EM) currencies have already regained much of the ground lost in H1 2020. We therefore expect a more heterogeneous set of factors to drive opportunity in 2021, as opposed to any homogenous, broad-based EM recovery. Traditional factors such as carry, value and growth should …read more