Episode Details

In this episode Alejandro Padilla, Executive Director of Economic Research & Financial Markets Strategy at Grupo Financiero Banorte, gives his outlook for emerging market currencies, noting that contagion curves and stimulus policies are likely to be the main drivers of performance this year. Focusing on Latin America in particular, Padilla explains what different factors will determine currency hedging decisions and talks about the impact of the US election on the value of the Mexican peso.