China is tightening liquidity, commodities have fallen, oil is volatile. So why is Goldman Sachs' Kamakshya Trivedi upbeat about emerging market currencies? It's all about current account balances, inflation, very good trade data and a shift in political risk, he tells Roger Blitz

iTunes Stitcher audioBoom SoundCloud Overcast RSS


Copyright The Financial Times Limited 2017. All rights reserved.
myFT

Follow the topics related to this show

Comments have not been enabled for this podcast.