You're invited to an exclusive breakfast featuring BCA's Chief EM/China Strategist, Arthur Budaghyan
Arthur will cover:
- Why and how will the US try actively devaluing the US dollar and why will the latter make a major top in H1 2025?
- Will US dollar depreciation benefit global risk assets and EM? Which asset classes will benefit the most?
- Is the end of US exceptionalism at hand and what it means for EM?
- What is the way out for Brazil?
- What is the outlook for China and commodities?
- What are country opportunities in EM equities, fixed income and currencies?
Seats are limited so reserve your spot today!
- Date: Wednesday, January 22, 2025
- Time: 8:00am - 9:30am
- Location: Steigenberger Frankfurter Hof | Frankfurt, Germany