Global markets moving past tariff fears, dollar weakness may boost EMs: Sandip Sabharwal
“We have seen the US dollar index actually fall 2% this year, not rise. We have seen bond yields cool off significantly. And today, US is 70% of the world market capitalisation, up from maybe around 30% a few years back,” says Sandip Sabharwal, asksandipsabharwal.com.Are we now really reaching what could be called as the … Read more