�� Global Financial Reset: De-Dollarisation in Motion ��


Since the US elections last November, we highlighted the likely acceleration of de-dollarisation during Trump’s term—foreshadowing a reset in globalisation, trade patterns, and the end of US hyper-consumerism.


�� What’s Changing?

World Order Reset: Shift from a US-dollar-dominated, unipolar world toward a multipolar system.

Dollar’s Role: End of the dollar as the world’s single country reserve currency, likely over next 5/6 years. Leading to sustained, significant and permanent loss of purchasing power in the US Dollar.

Industry Impact: Major ramifications for sectors dependent on dollar-driven global trade and spending.

Labour Mobility: Potential changes in immigration and labour flows, especially affecting the West.


�� What to Expect:

Ongoing and accelerating de-dollarisation/global reset trends.

Chaotic and volatile years ahead as markets adjust.

Opportunities for volatility traders and commodities investors as new dynamics emerge.


�� Key Takeaways:

Stay alert: The structural changes we anticipated are unfolding as expected—expect continued momentum.

Volatility & Commodities remain highly attractive sectors for agile traders and investors.


�� Prepare, Adapt, and Seize the Opportunities!


Disc: https://www.kotaksecurities.com/disclaimer/commodities - Kotak Securities