Identifying Drivers of Growth in Emerging Markets

The video discusses the current state and future potential of emerging markets, focusing on catalysts for growth, challenges, and opportunities. It highlights the impact of Fed policies and the importance of structural reforms. Brazil is examined as a case study, emphasizing its economic, political, and judicial factors influencing its market performance.

What challenges do companies face due to their exposure to emerging markets?

What is the significance of structural reforms for the long-term growth potential of emerging markets?