Wells Fargo Is Neutral by and Large on Emerging Markets: Schlossberg

The video discusses the economic outlook for 2022, highlighting expected moderation in growth and inflation. It examines the challenges faced by emerging market equities, including lower valuations and headwinds from a strong dollar. The outlook for big tech stocks is also covered, with a focus on the impact of rising bond yields. Additionally, the video explores the risks and challenges for emerging markets, such as political instability and dollar-denominated debt.

What are the risks associated with heavily indebted emerging markets?

What idiosyncratic risks are being monitored in emerging markets for 2022?

How might the strength of the dollar impact emerging markets?