Strategy Note /
Global

Emerging-Frontier Equity Monthly – June: Dollar strength and Covid resurgence

  • Stronger Dollar helps DM outperform EM. Changing US Fed tone and inflation behind Brazil, Mexico, Russia rate hikes.

  • In Large EM, Oil (Russia, Saudi), Iron (Brazil), China Tech outperform Korea-Taiwan Tech and Sth Africa (Gold, Covid)

  • In Small EM-FM, Tech, Oil (Colombia, GCC, Nigeria) outperform Copper (Chile, Peru) and Tourism (Dubai, Thailand)

Emerging-Frontier Equity Monthly – June: Dollar strength and Covid resurgence
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
30 June 2021
Published byTellimer Research

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