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  POINT The U.S. dollar's rally has paused , leading to renewed capital inflows into emerging-Asia stocks. Trump’s tariffs are less aggressive than expected , easing investor concerns. $700M flowed into Asian emerging markets (excluding China) in the last five days , reversing seven weeks of outflows. The MSCI Emerging Asia ex-China Index rose 1.8% last week , still undervalued at 15x forward P/E vs. 22x for the S&P 500 . AI-driven optimism and rate-cut expectations further support the region’s recovery. Details: Why Are Global Investors Buying Emerging-Asia Stocks Again? source : bloomberg 1️⃣ Weaker Dollar Boosts Emerging Markets Bloomberg’s Dollar Index has dropped over 3% from its February peak , → A weaker dollar reduces import costs for emerging economies and → Gives central banks more flexibility to cut interest rates and boost growth. 2️⃣ Trump’s Tariff Threats Are Easing Earlier this month, Trump proposed 25% tariffs on Canada & Mexico , but later delayed them ...

  Point European defense stocks surged as governments plan to increase military spending. Bond yields fluctuated as concerns over rising debt sales emerged. Investors showed optimism toward China’s economic prospects.