Katherine Rooney Vera's Bullish on Emerging Markets

The video discusses the outperformance of emerging markets and the potential impact of Fed rate hikes. It highlights the stability of the US economy, reduced capital outflows from China, and the positive effects of rising oil prices on emerging market currencies. The video also examines investor positioning and capital inflows into emerging markets, despite some outflows from Mexico's ETF. Mexico's economic performance is analyzed, noting its growth compared to other Latin American countries and the role of the Mexican peso as a hedge.

What is the speaker's view on the performance of emerging markets compared to developed markets this year?

• Developed markets will outperform emerging markets.

• Both markets will perform equally.

• Emerging markets will outperform developed markets.

• Emerging markets will underperform developed markets.

How does the speaker view the impact of rising oil prices on emerging market currencies?

• No impact on emerging market currencies.

• Positive impact, especially on the Colombian peso.

• Negative impact on the Colombian peso.

• Negative impact on all emerging market currencies.

What is the significance of low global yields according to the speaker?

• They have no effect on market performance.

• They support the outperformance of emerging markets.

• They encourage investment in developed markets.

• They discourage investment in emerging markets.

How does the speaker describe Mexico's economic growth compared to broader Latin America?

• Mexico's growth is declining rapidly.

• Mexico's growth is negative, similar to Latin America.

• Mexico's growth is positive, unlike broader Latin America.

• Mexico's growth is stagnant.

What role does the Mexican peso play in the financial markets according to the speaker?

• It is not correlated with the S&P 500.

• It is a popular hedge due to its liquidity.

• It is difficult to hedge with.

• It is rarely used as a hedge.