Smartkarma Webinar | 2022 High-Conviction Ideas on Emerging Markets FX

For this Webinar, we have the pleasure of welcoming back Analyst Gautam Jain, PhD, CFA to discuss his take on the US dollar and its implications for EM currencies. Gautam will outline his broad view, the reasons behind it, how it has played out, and what to expect going forward in 2022.

The webinar was hosted on Wednesday, 27 April 2022, 17:00 SGT/HKT.

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Gautam Jain has over 20 years of experience covering global emerging fixed income markets, both as a strategist and a portfolio manager. He has worked in buy-side and sell-side firms, including The Rohatyn Group (TRG Management), Barclays Capital, and Millennium Partners. He has helped manage emerging markets local-currency and hard-currency debt funds. The assets that he covers include currencies, interest rates, sovereign credits, and related derivatives. He specialises in portfolio construction, smart-beta index creation, and asset allocation. He holds a Ph.D. in Operations Research from Columbia University and is a CFA charter holder.