Sentences with phrase «em currency appreciation»

A strong dollar has been, and still is, the main foe of EM currency appreciation.

Not exact matches

We like selected EM debt for income and potential price appreciation amid low inflation and subdued currency volatility in the emerging world.

But there is a «sweet spot» of ongoing dollar appreciation for EM currencies and markets.

Because EM countries are much earlier in their growth cycle than the U.S., we anticipate continued appreciation of EM currencies in the years to come (see Figure 3).

Based on current positioning, we expect the All Asset strategies to benefit from the following return tailwinds: a stable to rising breakeven inflation rate, appreciating EM currencies, convergence of EM - to - U.S. cyclically adjusted price / earnings (CAPE) ratios toward longer - term averages, and appreciation of global value stocks from today's elevated discounts toward longer - term norms.

Just as emerging market downturns tend to coincide with periods of weakening EM currencies, bull markets in emerging markets are inclined to feature corresponding appreciation in EM currencies.