Stratford Dennis
Head of emerging market equities within Goldman Sachs Global Banking & Markets, providing expertise on China and broader emerging market equity positioning and trades.
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47 snips
May 30, 2025 • 9min
Why emerging markets could keep rallying
Stratford Dennis, Head of Emerging Market Equities at Goldman Sachs, shares insights on the thriving potential of emerging markets. He delves into the factors driving their recent rally, like growth differentials and a weakening dollar. A highlight is Brazil's promising investment landscape, bolstered by favorable economic indicators and political changes. Dennis also discusses how U.S. bond market trends can significantly impact emerging markets, showcasing a highly interconnected global financial ecosystem.
13 snips
Oct 24, 2025 • 8min
Can the China Rally Continue?
Stratford Dennis, the Head of Emerging Market Equities at Goldman Sachs, dives into the drivers behind the rally in Chinese equity markets. He discusses China's growth prospects, emphasizing the importance of policy support and the potential for continued gains, especially in AI sectors. Dennis also shares insights on broader emerging markets, favoring Brazil for investment while addressing the risks in Argentina. The discussion wraps up with a light touch on the Knicks' championship chances and optimism for the future.
