This will likely become one of the most important charts for the upcoming new year.
Emerging market currencies, after a prolonged decline, are on the brink of a significant breakout, indicating the potential start of a more favorable era for these economies, particularly the ones that are rich in natural resources.
The performance of emerging markets relative to developed economies follows long-term cycles, often tied to the commodities market.
We believe this is the time to be deploying capital in EM related assets.
Interestingly, note that the commodities-rich Brazilian equities are already leading this trend.
Emerging market currencies, after a prolonged decline, are on the brink of a significant breakout, indicating the potential start of a more favorable era for these economies, particularly the ones that are rich in natural resources.
The performance of emerging markets relative to developed economies follows long-term cycles, often tied to the commodities market.
We believe this is the time to be deploying capital in EM related assets.
Interestingly, note that the commodities-rich Brazilian equities are already leading this trend.
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