EM Spring: A Brighter Season For Emerging Market Stocks May Be Ahead
Source: SeekingAlpha
2025-03-08 02:25:00 ET
Summary
- Two longtime headwinds may be turning into tailwinds for emerging market stocks: The Chinese economy and the US dollar.
- We are increasingly bullish on Chinese equities.
- In addition to the potential for beneficial fiscal policy, China’s leadership has clearly been mending bridges to the private sector.
- The US dollar’s role as the reserve currency of the global monetary system has become extremely problematic to both US policymakers and their international counterparts.
By Justin Leverenz, Chief Investment Officer, Developing Markets Equities ...
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EM Spring: A Brighter Season For Emerging Market Stocks May Be Ahead
Invesco Golden Dragon China ETF
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