Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S.

Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg – Forward Guidance

Mentioned

Bullish

EM— Emerging markets are underinvested after a decade of US dominance, with potential for capital rotation as investors seek opportunities outside the US. The dollar weakness is expected to continue, benefiting many emerging markets.
BTC— Bitcoin is among the top performing asset classes year-to-date, showing strong performance alongside gold, European markets, and emerging markets.
LATAM— Latin America has shown strong performance benefiting from US dollar weakness, with expectations for continued gains as the dollar weakens further.
CHINA— China has rallied over 40% in the past year from extremely negative sentiment levels, with strong innovation in EVs, robotics, and infrastructure driving investor interest.
MIDEAST— Middle East markets have performed well selectively, with Saudi Arabia and UAE pushing significant AI investments.

Bearish

USD— The dollar has already fallen 9% and is expected to weaken further, which would benefit many emerging markets.

Not investment advice.