“The dollar doesn’t have to worry about its position just yet.” Charlie Robertson on emerging markets

Charlie Robertson, chief global economist at frontier- and EM-focused Renaissance Capital, joins us to dig into the new Saudi story, whether emerging markets investors got a bit too excited early this year, how long we can expect the dollar to retain its primacy and when African nations will reach escape velocity. 

 

Charlie also spills the beans on questions he’s asking about his own portfolio. Should he go ex-China? Listen on to find out.