DiscoverTalking HeadsTailwinds for emerging markets include the weak dollar and AI spending
Tailwinds for emerging markets include the weak dollar and AI spending

Tailwinds for emerging markets include the weak dollar and AI spending

Update: 2025-11-05
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Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand in the US and a weak dollar. Zhikai Chen, Head of Global Emerging Market Equities, talks with Chief Market Strategist Daniel Morris about how the market is adapting to a new paradigm.  


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Tailwinds for emerging markets include the weak dollar and AI spending

Tailwinds for emerging markets include the weak dollar and AI spending

BNP Paribas Asset Management