Two short pieces for Emerging Markets:
1) How closely linked are EM equities to US equities?
2) How similar are USD-terms and local currency-terms returns for EM equities?
More to come on the same topic.
EM equity correlations
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Two short pieces for Emerging Markets:
1) How closely linked are EM equities to US equities?
2) How similar are USD-terms and local currency-terms returns for EM equities?
More to come on the same topic.