Jitania Kandhari of Morgan Stanley Investment Management stated that the Fed rate cut and the weakening US dollar have opened the door for emerging markets to outperform US stocks. Kandhari, who serves as Deputy Investment Director for Emerging Markets and Head of Macroeconomic Research, mentioned that current factors such as the positive outlook for the US dollar's economic growth and interest rates are now favoring markets outside the USA, while also noting that the overall macro fundamentals of emerging markets seem promising.
摩根士丹利投资管理：风向转变 或有利于美国以外的资产
Morgan Stanley Investment Management: Change in Wind Direction Could Benefit Assets Outside the USA
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