Daily Voice: Emerging markets' recent momentum likely to sustain in the near term; intermediate correction in AI-led stocks a distinct possibility, says Equirus' Ashutosh Tiwari

The US–Iran de-escalation has already triggered a risk-on shift, with oil prices correcting and the dollar easing, both of which are structurally supportive for EM assets, said Equirus' Ashutosh Tiwari.