Gargi Chaudhuri observes that the US dollar’s decline earlier this year was driven by a range of factors, including tariff risks, deficits, and shifting investor preferences. Although the dollar has seen a short-term rally, she believes such moves generally unfold over longer cycles—often 18 to 24 months. Gargi suggests that further weakening of the dollar is likely and that investors should position themselves accordingly. This includes favouring international equities and US multinationals that benefit from a softer dollar.
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