EM markets still look attractive - 7IM

Ben Kumar from 7IM explains why he wants to steer away from the US and UK markets and into the EM currencies and bonds. He talks to Tip TV’s Zak Mir.

‘EM currencies vs. Pound’ is a hedged trade”, says Kumar as Pound has devalued significantly since June 2016 and could suffer more losses ahead. Hence, there is little exchange rate risk here.

Listen to the full segment for more info on-

The risk of ‘hope trade’/Trump trade fizzling out in the near-term

Rising inflation potentially forcing foreign investors to have a relook at UK’s consumption led growth story

South Africa crisis & European markets

Emerging Markets#EM#markets#US#UK#Europe#France#equities# stocks#bonds#currencies#trading#investing#fundamentals#macro#currencies#forex#Pound