Opportunity in emerging markets post-rate hike cycle?

asked by u/rizki_h · 26d · 1 answers

With the Fed seemingly nearing the end of its tightening cycle, do you foresee a significant re-allocation into emerging market equities? Or will the focus remain primarily on developed markets? Thinking about countries like Vietnam or India, which have solid domestic growth stories.

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  • u/david_w· 3 pts· 26d

    I'm cautiously optimistic. While EM usually benefits from a weaker dollar and lower rates, geopolitical risks and China's slowdown might temper the enthusiasm. Still, Vietnam and India are definitely worth watching.