Thank you for this Damien. Very timely insights. Would love to hear your perspective re the outlook for emerging markets ex-China as a future investment given the likelihood of a falling USD. Could this be one of those rare times in which emerging markets get a run if their US debt starts to get cheaper.
Excellent thank you compulsory listening
Thank you for this Damien. Very timely insights.
Would love to hear your perspective re the outlook for emerging markets ex-China as a future investment given the likelihood of a falling USD. Could this be one of those rare times in which emerging markets get a run if their US debt starts to get cheaper.
You have become more bullish on equities of late. Thanks for the insights.