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10 Things We Like About Argentina: Feedback From Argentina Week
M
Multiple authors
Mar 18, 20264 min read
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Understanding the relationship between the US Dollar (USD) and emerging market (EM) equities is essential for investors in the diverse world of EMs. Historically, EM equities have shown a negative correlation with the dollar. A weak dollar can provide a tailwind for EMs in the form of commodity prices (which are typically priced in USDs) and debt repayments (many EM countries and companies borrow in USDs). Myriad factors impact the performance of EM equities but, as we discuss here, the dollar is always worth watching.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Investors may consider beyond short-term tactical investing to focus on themes with strategic implications like defense, cybersecurity, and U.S. energy.
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
Paul Dmitriev
Multiple authors