China Is Key to EM Timing for Principal Global's Shah

The video discusses the outlook for emerging markets, emphasizing China's pivotal role in their recovery. It highlights the impact of rate hikes in countries like Brazil and Mexico and the potential effects of US Federal Reserve actions on these markets. The discussion also covers the US equity market outlook and the correlation between emerging markets and the US dollar, with a focus on opportunities in Latin America.

How might the Federal Reserve's actions regarding interest rates affect emerging markets?

What opportunities exist within emerging markets, particularly outside of EM Asia?