UBS's Geoffrey Yu on Emerging Market Currencies

The video discusses strategies for managing exposure to emerging market (EM) currencies, emphasizing the importance of hedging against the dollar. It highlights the need to differentiate between EM currencies based on trade and external debt factors. The impact of yuan depreciation on global markets is analyzed, with a focus on China's economic situation. Finally, the video explores strategies for dealing with a stronger dollar, including tactical views on currency pairs.

How does the current dollar trend affect emerging market currencies?

What are the potential risks associated with holding EM currencies in the current market?

In what ways can tactical asset allocation mitigate dollar risk?

What factors should be considered when evaluating the external debt exposure of a currency?

What implications does a yuan depreciation have on global markets?