Strong dollar warning for emerging markets

Investor warn of low forex reserves to short-term external debt ratio

china-emerging-market

Eric Anderson, managing partner, Milltrust International
Emerging markets (EMs) have not always suffered in times of a relatively strong dollar. In fact, up to the end of August, EMs have done well this year. Some of our winners have come from EM-based companies exporting in US dollars. These businesses make their revenues in the US currency and pay their costs in local currencies, which is increasingly positive in times of a rising dollar. Manufacturing-intensive exporting countries such as Mexi

To continue reading...

You must be signed in to use this feature.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: