How the Trade War Is Impacting Emerging-Market Assets

The video discusses the impact of global trade tensions on emerging markets, highlighting their correlation with China and increased volatility. It examines the outflows from exchange-traded funds and considers the long-term ramifications, including the potential for the dollar to become a haven currency, affecting local currency-denominated debt.

What are the potential ramifications for emerging markets if global trade tensions continue?

What factors contribute to the correlation between emerging markets and China?

How does the implied volatility in emerging market debt reflect current market conditions?

What does the recent trend of outflows from emerging markets indicate about investor sentiment?

In what ways could the dollar's status as a haven currency impact local currency denominated debt?