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Monthly Macro

The Year of the Pig – Will it Fly?

In the new year, we believe the headwinds that have battered the equity markets in 2018 may subside, with some actually turning into tailwinds.

Emerging markets (EM), which bore the brunt of the global equity correction in 2018, may be poised for a rebound as its growth differential with Developed Markets widens.

Meanwhile, we believe the US dollar is nearing its peak. This means a weaker US dollar in 2019 is likely, providing an important tailwind for EM.

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