Logo for FT Hard Currency podcast

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

Copyright The Financial Times Limited 2018. All rights reserved.

Comments have not been enabled for this podcast.