EM currency hedges for long-term equity positions - thoughts?

asked by u/murphy_lotte · 19d · 0 answers

Been diving deeper into EM equities, specifically longer-term holds in countries like Vietnam ($VNM) and India ($NSEI). My concern is the currency volatility - even good companies can get dragged down if the local currency weakens significantly against the USD. For those of you holding these for the long run, do you actively hedge your currency exposure, or do you view the currency risk as just part of the EM equity game? I've seen some options strategies discussed but the cost often seems prohibitive for smaller positions.

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