EM Bear Market Centers on the China Story, Says JPM's Chang

The video discusses the current state of emerging markets, focusing on Turkey's economic measures and their impact on EM equities. It highlights the challenges posed by global tightening and the diverse economic environments within emerging markets. The discussion also covers the US market's performance, emphasizing the effects of dollar strength on US earnings and global assets. The video concludes with considerations on trade discussions and their potential to alleviate economic concerns.

What are the potential opportunities in emerging markets despite the mixed macro backdrop?

In what ways does dollar strength affect U.S. companies and their earnings?