Frontier investor sees US change of power as catalyst for EM upswing

US power shift can change US international trade policy due to decreased protectionism stance. Leading to weakening dollar, this can eventually boost interest in emerging market equities, say portfolio managers at Evli Emerging Frontier fund.
Burton Flynn (l.) and Ivan Nechunaev manage Evli Emerging Frontier fund at Dubai-based Terra Nova Capital, which is part of Finland’s Evli Group. | Photo: Evli PR.
Burton Flynn (l.) and Ivan Nechunaev manage Evli Emerging Frontier fund at Dubai-based Terra Nova Capital, which is part of Finland’s Evli Group. | Photo: Evli PR.

This month's events on the US political scene is a catalyst which can weaken the dollar and strengthen emerging markets, says Burton Flynn, portfolio manager at Evli Emerging Frontier fund.

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