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GEOFF DENNIS
Markets in limbo as US–Iran uncertainty clouds global outlook: Geoff DennisGlobal markets are grappling with US-Iran standoff uncertainty, with conflicting signals leaving investors hesitant. Despite geopolitical t...- Oil is driving everything and it is still too early to call a peak: Geoff DennisCrude oil prices are now the key driver for global markets. Emerging market tech stocks are showing early signs of recovery. Gold is approa...
- 2026 will be the year of geopolitics, not AI; Emerging markets still resilient: Geoff DennisGeopolitics, not AI, may dominate markets in 2026, says emerging markets expert Geoff Dennis. Despite global tensions, emerging markets are...
- Geoff Dennis sees limited long-term impact from US government shutdownAs a US government shutdown nears, investors are evaluating its market impact. A prolonged shutdown could weaken the economy and the dollar...
- Geoff Dennis sees two Fed rate cuts as labour market softensGeoff Dennis discusses the market's reaction to potential tariff implementations, noting a calmer response compared to earlier volatility. ...
- Trade tensions, not BRICS, are the bigger threat to global stability: Geoff DennisGeoff Dennis, an Independent EM Commentator, dismisses the notion of BRICS posing a currency threat to the US, despite China's desire for a...
- Post Trump tariffs, India, Latin America and parts of EMEA will be big defensives: Geoff DennisIndependent EM Commentator, Geoff Dennis, suggests India's resilience in the post-Trump tariff world will persist. Inflation is decreasing,...
- In this classic contrarian year, losers of a prior period may do well: Geoff DennisGeoff Dennis believes the technology sell-off is part of a classic contrarian or rotation year, compounded by fears of a US recession, tari...
- Geoff Dennis may tentatively rebuild positions in India amid growth prospectsGeoff Dennis, an independent emerging markets commentator, intends to cautiously rebuild positions in Indian equities, citing improved econ...
- EM investors would slowly look to rebuild positions in India, be sceptical about China: Geoff DennisEmerging markets commentator Geoff Dennis believes a strengthening dollar won't heavily impact the rupee and suggests rebuilding positions ...
- Dollar bull run just taking a pause; despite Trump push, Fed will find it hard to cut rates: Geoff DennisGeoff Dennis explains that the dollar's bullish trend is not over but just pausing, making the investment environment in India and emerging...
- EMs brace for challenges amid strong dollar and elevated US bond yields: Geoff DennisBut market here where the dollar is strong and bond yields are rising which makes it very hard for countries across EM to cut rates. This i...
- Indian market to emerge as a safe haven amidst EM turbulence, says Geoff DennisBut it is certainly not good for anyone who might think about doing some bottom fishing in the Korean market. So, to an extent, it just doe...
- Market starting to put Trump trade on & it’s not looking good for equities: Geoff DennisGeoff Dennis notes markets are factoring in a possible Trump win, affecting equities negatively. Japanese high yields reflect global worrie...
- India a better long-term story despite high valuations: Geoff DennisTo get the consumer going again, you do not just need a string of monetary policy actions and therefore I am going to remain very sceptical...
- Now is not the time to be rotating out of India into China; 3 themes to invest in rebound trade: Geoff DennisGeoff Dennis discusses how foreign investors are shifting from India to China due to more attractive valuations. He believes India has bett...
- Brent crude price to be in $70 to $80-85 range in next 2-3 months: Geoff DennisGeoff Dennis, an independent emerging markets commentator, suggests that the Chinese economy is struggling and the US economy's growth is l...
- Is Wall Street factoring in a rate cut by year-end? Geoff Dennis answersI think July is a tough call now, although the payroll numbers on Friday will give us another clue on that. But I think they will cut twice...
- How will US market perform going ahead? Geoff Dennis answersSo the chance of a soft landing here looked better and better almost by the day as inflation has fallen sharply and it looks like we are ne...
- We still think there might be two Fed rate hikes this year: Geoff Dennis, UBSThe US economy is running quite strong in terms of demand, particularly the consumer demand
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