Adam Wolfe speaks at Ashwamedh – Elara India Dialogue 2025
- Absolute Strategy
- Sep 1, 2025
- 1 min read
“The dollar’s cycle is turning but this time, the story for emerging markets may not be the same.”
At Ashwamedh – Elara India Dialogue 2025, Adam Wolfe (Absolute Strategy Research) unpacked why he believes the US dollar is entering a bear phase, and what that means for global capital flows.
From investor overexposure to US assets to structural shifts in EM economies, Wolfe highlighted both the tailwinds and limits of a weaker dollar. His call: expect renewed optimism for EM assets, but don’t assume a repeat of the past golden age.
Dialogue #1 | Trident BKC, Mumbai
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