Deutsche Bank's Goel Likes CE3, BRL, KRW

The transcript discusses the Federal Reserve's recent actions, focusing on its attempt to gain optionality and the resulting market reactions. It highlights the market's questioning of the Fed's inflation targeting framework and the potential for increased volatility. The impact on emerging markets is examined, noting their existing challenges and the difficulty posed by the Fed's actions. Despite these challenges, there are tactical investment opportunities in regions with strong growth or policy fundamentals, such as Central Europe, Korea, and Brazil.

In what ways has the pandemic structurally impacted the US economy, according to the discussion?

What are the key factors that make certain emerging markets more attractive for investment, as mentioned in the text?