2022 High-Conviction Ideas on Emerging Markets FX with Gautam Jain

In this episode, recorded on 27 April 2022, Analyst Gautam Jain discusses his take on the US dollar and its implications for EM currencies. Gautam outlines his broad view, the reasons behind it, how it has played out, and what to expect going forward in 2022. Smartkarma subscribers can access Gautam's presentation here: https://skr.ma/gzF8ci7WCLmYPqah9 Follow Gautam's work: https://skr.ma/x7o2hNTofEfht7tDA Gautam Jain has over 20 years of experience covering global emerging fixed income markets, both as a strategist and a portfolio manager. He has worked in buy-side and sell-side firms, including The Rohatyn Group (TRG Management), Barclays Capital, and Millennium Partners. He has helped manage emerging markets local-currency and hard-currency debt funds. The assets that he covers include currencies, interest rates, sovereign credits, and related derivatives. He specialises in portfolio construction, smart-beta index creation, and asset allocation. He holds a Ph.D. in Operations Research from Columbia University and is a CFA charter holder.  This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.