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.
Smallcaps cheaper but not cheap yet: Sonam Srivastava urges selective investing
Smallcap stocks have corrected sharply but are still not cheap, says Sonam Srivastava of Wright Research, urging investors to stay selective. She highlights opportunities in
March 14, 2026