EM Seeing Bear Market Fatigue, JPM's Amoa Says

The video discusses the recent developments in emerging markets, focusing on Turkey's significant impact and the resulting contagion effect. It highlights the role of the dollar's strength and additional sanctions on Russia as contributing factors. The video also examines the potential turnaround in bond markets, particularly in Turkey and Argentina, and the emerging sense of bear market fatigue. It concludes with a discussion on the evolving situation in Turkey and the broader emerging market space, where investors are beginning to seek value.

What recent event in Turkey has significantly impacted emerging markets?

• Economic sanctions

• Political elections

• A natural disaster

• A new trade agreement

How has the strength of the dollar affected emerging markets?

• It has had no impact

• It has stabilized emerging market currencies

• It has created a headwind for emerging markets

• It has led to increased investments

Which country's macroeconomic data is mentioned as a factor in emerging markets?

• South Africa

• China

• India

• Brazil

What is the term used to describe the current sentiment in the emerging markets?

• Bull market enthusiasm

• Bear market fatigue

• Market neutrality

• Market pessimism

Which countries are mentioned as showing signs of bond strengthening?

• South Africa and Mexico

• Russia and China

• Turkey and Argentina

• Brazil and India