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Weekly Market Directions

Latin America rising as a diversifier

Despite rising yields. global equities remained resilient in Q3 supported by strong earnings and favourable economic conditions.

Line chart titled “Equity rotation at play” comparing cumulative performance from Jun-26 to Sep-26 for Europe, USA, EM LATAM and EM Asia. Europe and USA move near flat to mildly negative, EM LATAM peaks in August, while EM Asia remains the weakest.

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