Asymmetric Downside Risks to EM Currencies, SocGen's Jason Daw Says

The video discusses the impact of global economic policies on emerging markets, focusing on currency performance, growth factors, and the influence of dollar strength. It highlights the challenges faced by emerging markets due to credit risks and the correlation between oil prices and currency values. The video also explores investment strategies in emerging market currencies, emphasizing the importance of policy decisions and market conditions.

How do central banks influence the liquidity available to emerging markets?

What factors contribute to the performance of emerging market currencies during economic downturns?

What strategies are being employed in the current market for trading emerging market currencies?