End of a strong dollar and Fed rate cuts may see EMs outperforming DMs: Adrian Mowat

September 2, 2024

Adrian Mowat discusses the potential boost for emerging markets from a weakening US dollar and the US Federal Reserve’s shift to a neutral policy. He highlights the impact of US economic data on interest rates and cautions on China’s manufacturing challenges. Emerging markets might benefit if the Fed cuts rates, enhancing performance over developed markets.

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