Rahman: How Dollar Debt and Demographics Affect Emerging Markets
Rahman analyzes the tremendous power that the U.S. dollar exerts on all Emerging Market economies. A significant portion of Emerging Markets assets are denominated in U.S. dollars, so when the U.S. dollar appreciates, dollar-denominated deficits and debts become more onerous for EM countries. Rahman also discusses the demographic tailwinds that offer an upside for investors.
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