Contagion From Turkey Not the Core Scenario, Says Vontobel's Timblick

The video discusses the vulnerabilities and performance of emerging markets, highlighting countries like Argentina, Colombia, and Mexico. It examines the correlation and divergence in market performance, with India and Taiwan showing positive trends. The discussion also covers challenges such as balance of payments and inflation, and explores investment opportunities in emerging markets, emphasizing a tailored approach to risk management. The video concludes with a focus on specific markets like India, Thailand, and Taiwan, and the impact of global trade issues.

Which countries are highlighted as potentially vulnerable to the contagion effect in emerging markets?

• India, Taiwan, and Thailand

• Argentina, Colombia, and Mexico

• Turkey, Greece, and Italy

• Brazil, Chile, and Peru

What is the main reason for the notion of contagion in emerging markets?

• Correlation between markets

• Trade agreements

• Political instability

• Currency devaluation

Which markets have shown outperformance in the recent months according to the transcript?

• Mexico and Colombia

• India and Taiwan

• Brazil and Argentina

• Turkey and Indonesia

What investment strategy is suggested for dealing with high-risk areas in emerging markets?

• Exclude high-risk areas like Turkey

• Invest heavily in all emerging markets

• Focus only on developed markets

• Invest in Chinese internet companies

What global economic trend is mentioned as impacting market performance?

• Rising oil prices

• Desynchronization of growth patterns

• Increase in global trade

• Reduction in interest rates