How EM Currency Traders Use the Trend as a Friend

Here's Why - A podcast by Bloomberg - Fridays

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In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Damian Sassower discusses how a smart-beta approach to currency management can improve absolute and risk-adjusted returns in EM local debt. Gaurav Patankar shows why BI's fair-model value expects upside for the MSCI Emerging Markets Index. Adeline Diab reveals 11 green stocks identified by BI analysts that missed the rally but could be poised for improved prospects. Andrew Silverman says proposed changes to the foreign-tax credit mean higher taxes for tech, banks and retail. And Jeroen Julius shares his view on why European banks' capital and liquidity may be set for a decline.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.