<h1>Fed rate cuts could trigger dollar weakness and capital rotation to emerging markets like India</h1> A finance expert analyzes potential catalysts for emerging markets, particularly India, as global monetary policy shifts. The expert suggests that anticipated U.S. Federal Reserve rate cuts could weaken the dollar, triggering capital rotation from U.S. markets to emerging economies. This would benefit investors through both asset performance and favorable currency movements. Political transitions, including potential Fed leadership changes, may accelerate dovish monetary policy. India stands to gain significantly from increased foreign inflows, with platforms like GIFT City providing investment channels. However, geopolitical risks, particularly Middle East tensions affecting crude oil prices, pose threats to the investment thesis for energy-dependent economies like India.