BFM Podcast

With a Strong USD, Choose your EM Wisely

Tan KW
Publish date: Tue, 22 Nov 2016, 02:43 PM

Joe Quinlan, Chief Market Strategist, US Trust-BoA Private Wealth Management, New York

22-Nov-16 14:14

 

Going long USD is now the consensus trade. This is both good and bad for the US stock market. The strong USD also necessitates choosing your emerging market wisely. Joe Quinlan also has an unexpected ringgit view.

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