John Woods: It’s Emerging Markets' «Time in the Sun»
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John Woods, Lombard Odier’s Asia CIO, believes emerging markets are poised for growth as investors rotate out of the US amid a weakening dollar. He notes that the US's expansionist policies under President Trump, including military actions, will continue to shape markets. Woods anticipates a lower dollar due to expected interest rate cuts, which historically benefits emerging markets. He highlights interest in Chinese equities and EM hard currency debt, stating that it's now emerging markets' "time in the sun." Lombard Odier favors EM equities and gold while being underweight in US assets.
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