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Domestic equities struggled as volatility remained high. Rising prices may be causing a decline in personal savings and a turn to retailers like Walmart.

India appears to be on the cusp of a growth trajectory similar to China propelled forward by domestic demand and the development of digital and manufacturing infrastructure.

EM and DM tightening cycles are getting less synchronized. Can EMs handle earlier exits and rate cuts?

Slower growth can free room for EM rate cuts and potentially lead to better current account outcomes. Still, EM is not a monolith, and slower growth will pose policy challenges for many.

In November, The Moat Index outperformed the S&P 500 by more than 300 bps due to strong stock selections, with Etsy Inc., Boeing Co., and Lam Research Co. as the top contributors for the month.