Emerging Markets Poised for Upswing as Dollar Weakens and Energy Dynamics Shift
TL;DR Summary
Global X executives say the case for EMs strengthens with a softer dollar backdrop and ongoing geopolitical risk, advocating buying the dip in emerging markets, while eyeing energy dynamics and related plays such as USO; EEM has fallen this week but remains up for the year.
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- Hedge funds rethink emerging market bets after US-Israel strikes on Iran Financial Times
- Down but not out: Emerging markets could endure Middle East shocks, investors say Reuters
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