Weak dollar trend may favor emerging markets amid US deficit concerns: Seth R Freeman

Weak dollar trend may favor emerging markets amid US deficit concerns: Seth R Freeman

“We are just going to have to see how that plays out. It is still a little early to see what the total reaction is to that, but I do not see any drivers for the dollar to have some significant rise and it does look like emerging markets may be a modest beneficiary of … Read more

Fixed income favored amid global uncertainty: Freeman picks safety over risk for 2025

Fixed income favored amid global uncertainty: Freeman picks safety over risk for 2025

“Investors look at growth rates and stocks are supposed to be indicators of expectations for the future and a weakening dollar and continued growth in emerging markets is very positive for emerging markets,” says Seth R Freeman, GlassRatner Advisory.What is happening in the world, one side there is this interplay between weakness in dollar index … Read more

On a wait and hold till April 2 as well as what happens over next 3-4 months: Seth R Freeman

On a wait and hold till April 2 as well as what happens over next 3-4  months: Seth R Freeman

Seth R Freeman of GlassRatner Advisory, says in general, there is going to be a wait and hold on April 2 as well as what happens over the next three or four months frankly. The general market reflects a sentiment problem as much as a pure earnings and growth situation.Now that the Fed is out … Read more