Are you ready to navigate the shifting tides of global finance?

This session will cover the following:

• Regime shifts: Why USD depreciation is deflationary, not reflationary for global growth and EM equities.
• China’s Profitability Test: Will corporate earnings improve justifying higher share prices?
• Equity Leadership Rotation: Can AI capex delay the inevitable? Tech’s spending boom may buy time, but history shows profit margin changes often precede market handovers.
• GDP vs. Equity Performance: Why growth, profits, and equity returns in EM and China don’t always move together.
• India: A buying opportunity or the end of the secular bull market?
• Standout Opportunity: Why domestic EM debt could be today’s most compelling opportunity.
• Commodity decoupling: Why some commodities will rally but others will drop as the USD depreciates.
• Country-Level Calls: Where we see the best entry points in EM equity and fixed income.
• 2026 Playbook: The most compelling investment themes and which indicators to watch.

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