BNP Paribas's Raychaudhuri Sees a 'Tale of Two Halves' for Asia in 2019

The video discusses the persistence of volatility in global markets, particularly in the first half of the year, due to events like Brexit and political changes in Asia. It examines the impact of US dollar strength and Fed rate hikes on emerging markets, predicting a more stable environment in the second half. The potential for emerging market assets is explored, considering risks and the global economic slowdown, especially in China. Despite challenges, there are positive factors for Asian markets, such as US dollar moderation and lower commodity prices, which could benefit them.

What are the reasons for heightened volatility expected in the first half of the year?

How is the U.S. dollar expected to behave in the first and second halves of the year?

What is meant by 'a tale of two halves' in the context of economic predictions?

What local risks are mentioned that could affect the financial markets in Asia?

What impact do declining commodity prices have on Asian markets?