UBS's Dennis Sees More Upside to Come in EM Equities

The video discusses the performance and investment strategies related to emerging markets and high yield debt. It highlights the recent market corrections in equities and the factors influencing emerging markets, such as currency trends and economic reforms. The discussion also covers the impact of a weak dollar and monetary convergence on emerging markets.

Discuss the impact of political changes on emerging markets mentioned in the text.

What is the significance of the weak dollar for emerging markets?