Strong dollar warning for emerging markets
As the dollar strengthens, what investing opportunities are to be had in emerging markets?
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
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