⚑ Joe Mac's Market ViewpointsEconomics & Trade

Joe Mac’s Market Viewpoint: Why India Now?

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MRP first added emerging markets as a long theme in early December 2015. At that time, the change we saw triggering improved performance for the emerging markets asset class was a peaking of the US dollar's exchange rate; we suggested that a major top was forming for the greenback. The previously surging dollar, we argued, had wreaked havoc abroad, in particular for many emerging markets.
The U.S. dollar has subsequently had ups and downs since then, notably surging to a new high in the w...

 

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