Tailwinds for emerging markets include the weak dollar and AI spending

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Published on November 5, 2025

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

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