Emerging market carry trades gain momentum. Currency volatility decreases amid signs of easing US tariffs. An index of carry returns reached a seven-year high in late May. Asset managers increased long positions in developing-nation currencies. The Mexican peso saw a nine-month high. JPMorgan Chase’s gauge of global currency volatility dropped.
ETMarkets PMS Talk | A ‘private equity approach’ to public markets has driven our investing success for 15 years: Sameer Shah
ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah