Are Investors Seeing Turning Point for Emerging Markets?

The video discusses emerging market reforms, focusing on India and Indonesia, and the impact of political stability on investments. It explores currency hedging strategies and the risks of shorting the Chinese yuan, emphasizing the importance of understanding risk factors in global macro trading.

What factors does Eaton Vance consider when looking for countries to invest in?

How has liquidity been described in the context of Indonesian local bonds?

What are some of the structural reforms mentioned in relation to India?

What impact did the taper tantrum have on emerging market countries like India and Indonesia?

What is the strategy used by Eaton Vance to hedge against the Chinese yuan?

How does Eaton Vance view the relationship between risk factors and investment strategies?

What are the potential risks associated with shorting the Chinese currency according to the discussion?