Emerging market currencies have been hit by the coronavirus, but analysts say it's not all bad news

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Emerging market (EM) foreign exchange rates have been hit hard by the global market sell-off on the back of the coronavirus pandemic, but for the major floating currencies, this could also provide a path to recovery, according to some analysts.

"They will use the effects as a way to absorb market shocks, meaning as a policymaker, what is the use of trying to prevent my currency from weakening further if this is exactly what I need at a domestic level?" Costa told CNBC via telephone on Thursday.

"Looking into the big floating currencies, like the South African rand, the Brazilian real, the Mexican peso, the Korean won, it's good because they are going to be escape vaults to some emerging economies to absorb the devaluations of growth." Central bankers and finance ministers in emerging market countries have voiced similar outlooks, with the South African Reserve Bank thus far resisting intervening in the rand and instead launching a substantial bond purchase program.

"Some central banks are not necessarily in this line, which is probably the case for some central European central banks, but if you take the vast majority of EM central banks, they have been, in a way, taking the chain and seeing that as long as it's not a currency run - and I don't think we have seen currency runs yet, even though the losses have been in double-digit levels - I do believe this is going to be a natural way for economies to react.

"Taking into account the rally of the past week, the median EM currency is currently approximately 9% undervalued, which implies that it has passed 'moderate' levels of undervaluation, and would need to depreciate approximately 3%-4% to reach 'severe' levels of undervaluation," Goldman Sachs Co-Head of Global Foreign Exchange, Zach Pandl, said in a note Monday.

 

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Это лучшее, что я видела:)

faizwahab Woi faiz wahab. Orang trade major currencies. Sapa ajar kau trade minor unknkwn currency 😂

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