Emerging-Markets Rout May Finally Be Over: EM Insight

The video discusses the recent downturn in emerging market (EM) stocks and the signs of a potential recovery. It highlights the role of the dollar's performance and the impact of global investor sentiment on EM assets. Despite challenges like the US-China trade war and rising US bond yields, there are indicators of recovery in EM currencies and bonds, particularly in countries like Turkey and Argentina. The video also explores the correlation between US Treasury yields and EM dollar bonds, suggesting a regained bullishness among investors.

What recent trend in the MCS index of emerging market currencies indicates a potential recovery?

• A significant drop in euro bond yields

• A rise in the dollar index

• A second straight week of gains

• A decline in the index for two consecutive weeks

How have Turkey and Argentina's euro bond yields changed recently?

• They have remained stable

• They have fluctuated without a clear trend

• They have declined by more than 100 basis points

• They have increased by more than 100 basis points

What is the main difference in the current situation compared to earlier in the year regarding the dollar?

• The dollar has strengthened further

• The dollar has been very flat

• The dollar has been volatile

• The dollar has weakened significantly

What has been the impact of the US-China trade war on emerging market assets recently?

• Emerging market assets have been unaffected

• Emerging market assets have shown resilience

• Emerging market assets have significantly declined

• Emerging market assets have surged

How has the correlation between US Treasurys and emerging market dollar bonds changed?

• It has fluctuated without a clear pattern

• It has dropped to the lowest in more than two years

• It has remained unchanged

• It has increased to the highest in two years