CIBC's Stretch: No Wide-Spread Sell Off Coming to EM

The video discusses the impact of US protectionist policies on emerging markets, highlighting increased volatility and potential effects on global growth. It analyzes market performance post-election, noting that stocks have outperformed currencies. The discussion also covers manufacturing trends and their positive impact on commodities. Finally, it examines the implications of US-China and Latin America relations, particularly focusing on potential trade wars and currency manipulation.

What is the primary concern for emerging markets in light of Donald Trump's policies?

• Increased foreign investment

• Stable economic growth

• Greater volatility in foreign exchange markets

• Decreased export opportunities

How have emerging market stocks performed compared to currencies since the election?

• Currencies have outperformed stocks

• Stocks have outperformed currencies

• Both have performed equally

• Neither have shown significant change

What factor is contributing to the manufacturing upswing in emerging markets?

• Higher commodity prices

• Lower interest rates

• Increased domestic consumption

• Improved global PMI indices

Which relationship is considered key in the Asian economic spectrum?

• US and Japan

• US and China

• China and India

• US and South Korea

In the context of Latin America, which country's relationship with the US is most crucial?

• Chile

• Brazil

• Argentina

• Mexico