I Think Emerging Markets Are a Powerful Growth Story in 2023

I think that there is a period right now beginning, normalizing a lot of supply chain activities back onshore or even just continentally onshore. And yet you can't really start that process till China's reopened because until then, it's all totally non-falsifiable. I think giving the world some economic optics to what to expect around this regionalization theme is going to end up being a very big deal in the years to come. The dollar was up huge last year. This is point number six. If indeed the dollar is not up big this year, if it in fact retreats as I expected to, I think emerging markets are due for a very big moment. Number