Should EM Investors Trim or Retain Their China Exposure?

Core Viewpoint - Gaining exposure to emerging markets is considered a viable strategy in the current market environment due to global de-dollarization and the potential for further interest rate cuts by the Federal Reserve [1] Group 1 - The current market environment is characterized by global de-dollarization, which is influencing investment strategies [1] - The prospect of further rate cuts by the Federal Reserve is creating favorable conditions for investing in emerging markets [1]