About this document
EM FX Impact from US Tariff Risks by Matt Kessel is a document available to read on EtoBox.
The document analyzes the potential impact of US tariff risks on emerging market (EM) currencies and equities, particularly in light of the upcoming US elections. It highlights that higher-beta currencies like the Mexican Peso (MXN) and South African Rand (ZAR) are likely to underperform due to their exposure to global risk sentiment and trade tensions, while currencies from Central and Eastern Europe (CEE) appear more insulated. The report emphasizes the importance of understanding revenue exposures and hi
- Author
- Matt Kessel
- Language
- EN