Dehn: Growth Premium in Emerging Markets Picking Up

The video discusses the impact of potential Fed rate hikes on emerging markets, highlighting that despite previous hikes, emerging market currencies have strengthened against the dollar. It identifies four key drivers of emerging market growth: valuations, yields, growth premium, and currency appreciation. The video also explores the technical position of emerging markets post-2013 taper tantrum, noting limited downside and potential upside. It concludes with a focus on Latin America's market outlook and the global implications of a strong dollar, emphasizing the value proposition of investing in emerging markets.

What are the four main factors driving the emerging market story mentioned in the text?

In what ways does the text indicate that emerging markets are expected to grow compared to developed markets?

How have emerging market currencies performed against the dollar this year?

What does the text suggest about the potential for institutional money to return to emerging markets?

What is the significance of the dollar's strength for the US economy according to the text?