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Opportunity in emerging markets post-rate hike cycle?
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.
1 comments · 8 points
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.