US dollar decline and the implications for EM equities

28 July 2025

In this video, our specialist partner, Northcape Capital, discusses the decline of the USD this year, the drivers of the weaker outlook for the USD, and why this is a strong tailwind for emerging markets currencies and equity returns.

For further insights on the current dynamics driving emerging market equities, watch our recent videos below.

• Emerging Markets – Where to from here?
• A Cautious Outlook for China

For more information, please contact us on 1300 927 254 or visit Warakirri Global Emerging Markets Fund.