Emerging market currencies – attractive returns, but tread carefully: Hedging emerging market currencies poses specific challenges for investors. What needs to be considered?
The macro perspective
Emerging markets have the last laugh: Emerging markets turn out to be the biggest beneficiaries of the global glut of expansive monetary policy by the central banks. What is the biggest thread to this trend?
FX market talk
Hollow promises in Japan: Despite the highly expansionary policy of the BOJ and the newly launched stimulus package by the government the Japanese economy just can’t get moving and the yen resists further weakening. Should we expect unconventional policy measures now? What is the consequence for the Yen?