We Are Excited by EM Asia Real Estate, Says Jaguar Growth Partners CEO

The video discusses the impact of tariffs on emerging markets, focusing on political risks in Latin America and Asia. It highlights the shift towards localization in supply chains, with Vietnam as a potential beneficiary. The video also examines currency volatility in emerging markets compared to G7 nations and outlines long-term investment strategies, particularly in India, despite the rupee's poor performance.

What are some of the main challenges faced by emerging markets due to political events?

• Decreased currency volatility

• Stable economic growth

• Political instability and trade tensions

• Increased foreign investment

Which country is mentioned as potentially benefiting from the trade tensions between China and the US?

• Vietnam

• Brazil

• Mexico

• India

What has been observed in emerging markets in terms of currency volatility?

• Decreased volatility

• Stable currency exchange rates

• Increased volatility compared to G7 currencies

• No change in currency volatility

How does the performance of the Indian rupee impact investment strategies?

• It has no impact

• It positively affects short-term investments

• It only affects stock market investments

• It influences long-term investment decisions

What is the investment outlook for India despite its currency challenges?

• Neutral

• Short-term bearish

• Short-term bullish

• Long-term bullish