Emerging Markets 2025: A Landscape of Opportunity
Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncertainty. EM investors should be prepared for uneven outcomes across regions. Read the paper.
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