13 September 2024 Emerging Markets

Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

By Bilal Hafeez
1 min read

Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts affiliations with premier sell-side entities such as Morgan Stanley, BNP Paribas, and Deutsche Bank. Moreover, his invaluable expertise from the buy-side perspective at Point 72 positions him uniquely in the industry. In this podcast we discuss:

How has EM performed in recent years?
The long-term case for EM
China: broad weakness, narrow strength
What drives EM returns?
Impact of Fed easing and dollar on EM
Asia FX; Chinese yuan carry trade
Impact of US recession on EM
What if Trump wins?
Outlook on India, China, Mexico
TV series mentioned: The Great Courses (Amazon Prime)

You can follow Mirza here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

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