Will a Trump Presidency Matter to Emerging Markets?

The video explores the potential impacts of a Trump presidency on emerging markets, highlighting macroeconomic challenges such as risk aversion and a strong dollar. It discusses specific measures that could target Mexico and China due to trade deficits. The role of China as a significant risk factor for emerging markets is analyzed, with concerns about a potential trade war leading to global recession. The need to rethink traditional frameworks for evaluating emerging markets is emphasized, considering country-specific exposures and the broader global context.

What macroeconomic factors are expected to negatively impact emerging markets under a Trump presidency?

• A strong euro and low risk aversion

• A weak euro and low risk aversion

• A strong dollar and increased risk aversion

• A weak dollar and high risk aversion

Which two countries are highlighted as being directly impacted by potential trade measures under Trump's presidency?

• South Africa and Argentina

• China and Mexico

• Russia and Venezuela

• India and Brazil

What is the potential global consequence of a trade war with China?

• A rise in oil prices

• Increased global trade

• A global recessionary event

• Strengthened emerging markets

According to JP Morgan, what should be reconsidered when analyzing emerging markets under a Trump presidency?

• The role of the European Union

• The traditional framework focusing on the Fed

• The influence of the World Bank

• The impact of cryptocurrency

What is the specific issue related to Mexico mentioned in the context of Trump's campaign?

• Oil exports

• Currency devaluation

• Trade deficit

• Tourism decline