What Does the New U.S. Dollar Strength Signal?

The video discusses the impact of the 2013 rally and taper tantrum on emerging markets, highlighting the divergence between commodity importers and exporters. It examines the effects of a strong dollar on emerging markets and potential financial vulnerabilities. The discussion shifts to international investments, focusing on emerging market equities and their valuations. Governance in emerging markets, particularly in India and Brazil, is emphasized as crucial for reducing risk premiums. Finally, the video addresses Russia's economic challenges due to oil price fluctuations and geopolitical risks.

How has the strength of the dollar impacted emerging markets this year?

What were the 'fragile fives' in emerging markets mentioned at the beginning of the discussion?

How do commodity importers and exporters differ in their performance in emerging markets?

What are the implications of the BIS raising concerns about emerging market economies?

What are the potential risks associated with the strong dollar for emerging market economies?

What factors contribute to the valuation of emerging market equities compared to developed markets?

Discuss the significance of governance in the context of India and Brazil's economic performance.