Where to Find Value in Emerging-Market Currencies

The video discusses the current state of the global economy, highlighting the risks associated with the US and eurozone slowdowns. It emphasizes the importance of focusing on local stories and political risks, particularly in countries like India and South Africa. The discussion also covers investment opportunities in Asia and LATAM indices, which are undervalued. Additionally, the video analyzes currency trends, particularly the Bloomberg Dollar index, and the need for a shift in market sentiment to unlock value.

How does the slowing down of the US and eurozone economies impact global trade outlook?

What are the potential risks associated with local political situations in countries like India and South Africa?

What factors are contributing to the cautious negativity in the current economic environment?

In what ways can investors extract value from the Asia and LATAM indices despite their current lower levels?

What is the significance of the Bloomberg Dollar index being near the 200-day moving average?