Rohit Goel

Rohit Goel, a partner and head of global macro at Breakout Capital, dives into the complexities of emerging markets and the dominance of the U.S. dollar. He discusses how fiscal policies impact financial stability, especially amid currency fluctuations. Goel highlights the dual nature of a strong dollar, benefiting exporters while hurting equity markets. Additionally, he explores opportunities in agricultural commodities and the evolving dynamics of bond yields in China, along with the shift towards diverse currency reserves in a multipolar economic landscape.

Rohit Goel, Partner at Breakout Capital and an expert in global macro trends, dives into the overlooked risks of U.S. fiscal deficits, arguing they could mislead investors into focusing solely on American markets. He highlights emerging opportunities in under-invested regions like Europe and Latin America, emphasizing the importance of country selection in these markets. Rohit also connects potential shifts in capital flows with economic reforms, revealing that successful investing in emerging markets hinges more on national policies than sector choices.

Rohit Goel, a portfolio manager at Breakout Capital specializing in emerging markets, shares insights on the impending end of the US dollar cycle. He discusses how the dominance of the dollar and US assets is due for a reversal. Emerging markets like India and Greece are becoming increasingly competitive, signaling a shift in global growth dynamics. Goel also highlights the challenges facing big tech stocks, suggesting that the optimism surrounding them may be overly inflated as investment opportunities evolve towards more resilient markets.