We Are Definitely Bullish on EM, Says Emirates NBD's Bajwa

The video discusses the current state of emerging markets, highlighting challenges such as the rising dollar, oil prices, and political risks. It explores the impact of trade relations, particularly between China and the US, and the potential for a liquidity crunch. The discussion also covers interest rates and their implications for global markets, emphasizing the importance of economic projections and the 10-year treasury yield.

What are the main factors that have negatively impacted emerging markets recently?

• Rising dollar, increasing oil prices, and political risks

• Rising euro, decreasing oil prices, and political stability

• Decreasing dollar, falling oil prices, and stable political environment

• Stable dollar, increasing oil prices, and political stability

What is a potential consequence of a stronger US dollar and rising global capital costs?

• A liquidity crunch

• Stable global markets

• Decreased interest rates

• Increased investment in emerging markets

How might the US-China trade relationship affect the markets?

• It could lead to a resolution beneficial for both parties

• It will have no impact on global markets

• It will definitely result in an all-out trade war

• It will only affect the US market

What could happen if the US 10-year Treasury yield moves closer to four?

• Emerging markets may face challenges raising rates

• Emerging markets will benefit from lower rates

• The US economy will slow down

• Global markets will remain unaffected

What is the main view regarding the US 10-year Treasury yield?

• It will have no impact on emerging markets

• It will increase beyond expectations

• It will decrease significantly

• It will remain stable within a specific range