The Case for Staying Bullish on Emerging Markets

The video discusses the impact of a strong dollar and interest rates on emerging markets, highlighting investment opportunities in Brazil. It examines the yield differential, market volatility, and the effects of trade policies and central bank actions on emerging markets. The importance of being selective in investments and considering currency hedging is emphasized.

What are the implications of currency volatility for investments in emerging markets?

Discuss the impact of trade policies on emerging markets, particularly in relation to Mexico.