Weaker U.S. dollar to unlock opportunities in emerging markets and global equities, says Standard Chartered
In its Global Market Outlook for the second half of 2025, Standard Chartered projected a constructive but volatile environment for investors worldwide. The bank sees significant implications for Middle East investors, driven by expectations of a softer U.S. dollar, resilient global equity markets and improving prospects for emerging-market assets.
The report highlighted that global macro conditions remain mixed. In the United States, growth continues to be supported by resilient consumption and fiscal stimulus, though trade and policy uncertainty may temper momentum in the second half of the year.
In Europe, fiscal easing increasingly offers support, but structural challenges persist, while China’s outlook is stabilizing on the back of targeted stimulus and improving retail activity. Meanwhile, growth in India and ASEAN is expected to remain well-supported.
Standard Chartered outlined an investment strategy reflecting evolving risks and opportunities, noting that it expects the U.S. dollar to weaken over the next 6 to 12 months. Therefore, it has accordingly upgraded Asia (ex-Japan) equities and Emerging Market (EM) local-currency bonds to Overweight. It added that global equities also remain an Overweight position across portfolios, supported by healthy earnings, easing trade tensions and controlled inflation.
Source: Economymiddleeast