Anurag Singh, Managing Partner, Ansid Capital, Chicago, discusses the potential for a September rate cut following favorable US CPI data and a likely trend of two rate cuts this year. He notes that emerging markets, including India, may see modest inflows due to higher US yields and relative valuations, with China and Korea becoming more attractive.
#ratecuts #emergingmarkets #india #usinflation #investmentoutlook #globaleconomy #markettrends #china #etnow
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