Adrian Mowat predicts US markets have peaked and will have a tough year, offering opportunities for selective investment in emerging markets, especially in China and Mexico. He highlights China’s growth in AI and technology, which attracts global investors. Some emerging markets like Korea and Taiwan may not perform well due to their correlation with Nasdaq.
Dollar wobbles as markets cling to hopes for Middle East peace deal
Investor optimism for a deal to reopen the Strait of Hormuz is boosting markets. Hopes of peace have lowered oil prices and eased pressure on