Jha: OPEC Deal Slightly Negative for Emerging Markets

The video discusses the impact of fluctuating oil prices on emerging markets, highlighting the challenges faced by both oil-exporting and importing countries. It examines the resilience of markets amidst global events like Brexit and the US elections, and the implications of US monetary policy on emerging economies. The potential effects of US trade policies under the Trump administration are also explored, emphasizing the need for a nuanced understanding of individual country situations.

How do rising oil prices affect oil-importing countries like India?

• They see a rise in foreign investments.

• They benefit from increased revenue.

• They face inflationary pressures.

• They experience a decrease in exports.

What has been a significant factor in the resilience of markets despite global events?

• Stable oil prices

• Increased foreign investments

• Focus on specific country stories

• Reduction in fiscal deficits

Which countries are identified as vulnerable to US monetary policy shocks?

• India and China

• Indonesia and Turkey

• Saudi Arabia and UAE

• Russia and South Africa

What is the market's expectation regarding the number of Fed rate hikes in 2017?

• Two hikes

• No hikes

• One hike

• Five hikes

What is a potential risk associated with US trade policies under President Trump?

• Increased global trade

• Stronger international alliances

• Mitigated global benefits

• Higher oil prices