Should Emerging Markets Be Scared of the Fed?

The video discusses the performance of emerging markets, highlighting a strong start to the year followed by a slowdown. Key factors include China's economic data and the Fed's potential rate hikes. Despite recent volatility, the market shows resilience due to stable commodities and China's recovery. Event risks like Brexit and US elections add uncertainty, but the outlook remains cautiously optimistic.

What were the two main factors contributing to the recent weakness in emerging markets?

• Weak data from China and potential Fed rate hikes

• Strong US economic data and Brexit

• Improved industrial production and retail sales in China

• Rising oil prices and stable commodities

How did the Fed's actions in December and January affect the markets?

• They led to a decrease in the dollar value

• They caused a surge in the dollar and affected fragile markets

• They stabilized the commodities market

• They improved China's economic growth

What is the current state of commodities and China's market according to the second section?

• Commodities are volatile, and China is in crisis

• Commodities are stable, and China is re-anchored

• Commodities are booming, and China is overperforming

• Commodities are declining, and China is unstable

What are the key uncertainties facing the market as mentioned in the final section?

• Decreasing dollar value and stable US economy

• Improved industrial production and retail sales in China

• Rising oil prices, stable commodities, and Fed rate cuts

• US elections, Brexit, and new Chinese data

What is the current effect of the stimulus in China?

• It is working but with less intensity

• It has completely failed

• It is not working at all

• It is working with high intensity