The Surprising Source of Emerging-Market Volatility: EM Insight

The video discusses the impact of political risks on investor sentiment, particularly in emerging markets like Asia, India, and China. It highlights the volatility in these markets, with a focus on short-term fluctuations in countries such as Turkey, India, and Indonesia. The discussion also covers economic developments in Asia, including the collapse of corporate earnings estimates and the effects of trade tensions, contrasting these with steadier conditions in EMEA and Latin America.

What has been the primary factor affecting investor happiness in the last three years?

How are political risk scores in China and India changing compared to other emerging markets?

What recent events have contributed to increased volatility in emerging markets?

What is the current state of corporate earnings estimates for Asian companies?

In what ways is Asia considered vulnerable in the context of emerging markets?