Will Investors See Friendly Policies in Turkey?

The video discusses the impact of political risks on emerging markets, focusing on Turkey. It highlights the potential for asset seizures and investor policies in Turkey, and how these factors influence the risk premium. The discussion extends to the broader emerging markets, considering geopolitical risks and investment opportunities in countries like Mexico and Korea. The video also examines the valuation of Turkish assets, considering economic ties with Russia and China.

In what ways could the geopolitical landscape influence investment decisions in emerging markets?

What underlying fundamentals could support higher valuations for Turkish assets despite political risks?