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

Hasnain Malik

Strategy & Head of Equity Research @ Tellimer Research

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30 June 2021

• 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)

Hasnain Malik

Strategy & Head of Equity Research @ Tellimer Research

Follow

30 June 2021

30 June 2021

Published byTellimer Research

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