The ongoing bifurcation of the US and Asia caused by President Donald Trump's trade war threats will be a positive for emerging markets (EMs) and in particular Asia, according to Polar Capital's Jorry Nøddekær.
Nøddekær joined Polar Capital in June from Nordea and leads the firm's five-strong emerging markets team, which manages the EM Stars, China Mercury and China Stars funds and will run the soon-to-be-launched...
The US dollar is close to peaking and the risks now seem to be on the downside.
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