Mirza Baig, Head of Foreign Exchange and Interest Rate Strategy, Asia at BNP Paribas discuss why emerging markets should embrace currency devaluation.
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India's rupee is hitting another new low. CNBC's Seema Mody reports it is unrealistic to expect the government to make any dramatic changes to its policy ahead of India's election next year. Richard Madigan, JPMorgan Private Bank, discusses the play on emerging markets.
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Jeffrey Halley, Senior Manager, FX Trading at Saxo Capital Markets says with the end of "free money" from the developed world, emerging markets will not have the firepower to hold up their currencies against the greenback.
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Nizam Idris, MD, Head of Strategy, Fixed Income & Currencies, Macquarie thinks that Malaysia could be the next emerging market to come under pressure following the currency sell-off in India and Indonesia.
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Peter Lannigan, CRT Capital Group, explains why he is concerned for the emerging markets in the short term. "Right now, I'd play China and Korea's ETFs," he says.
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Hans Stoter, CIO of ING Investment Management, discusses the big moves in emerging markets' currencies and expects further weakness until Treasury yields stabilize.
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Bernd Berg, global emerging market strategist at Credit Suisse, says that the environment for emerging market currencies is positive on the back of China data starting to bottom out.
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Jan Dehn, Co-head of Research at Ashmore Investment Management, explains why emerging markets are likely to face disinflation as developed markets' currencies become undermined.
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The fortunes of emerging markets are tied to the EU sovereign crisis. Discussing cheap opportunities in emerging markets going into Q4, with Tim Seymour, Emergingmoney.com founder.
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Given the debt and growth problems plaguing the U.S. and eurozone, and the resulting tumult across world stock markets, it might be a good time to look at these asset classes, say analysts.
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Emerging market central banks spending billions of dollars to defend their currencies risk depleting their reserves without much success as a deepening global financial crisis sends investors towards safe havens.
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