Tellimer's Malik: Egypt Best Prepared for Tapering With Almost 3% Real Interest Rate

The video discusses the impact of interest rates and inflation on emerging markets, highlighting Egypt's strong position due to positive real interest rates. It explores the dynamics of local and foreign investments, particularly in China, and the role of commodities as a hedge. The analysis shifts to oil and copper markets, with a focus on the potential for higher oil prices and the underperformance of copper markets in Chile and Peru. The video concludes with a discussion on tourism's role in economic recovery, emphasizing the potential for growth in regions like Dubai and the Middle East.

Which country is considered less vulnerable to tapering due to its positive real interest rates?

• Argentina

• Egypt

• Nigeria

• Saudi Arabia

What has driven the trading activity in emerging markets excluding China this year?

• Local funds

• Foreign investments

• Government bonds

• Cryptocurrency

Which country has attracted significant foreign capital despite concerns in its tech and real estate sectors?

• China

• Russia

• Brazil

• India

What is the predicted oil price target mentioned in the discussion?

• $70 per barrel

• $80 per barrel

• $90 per barrel

• $100 per barrel

Which two countries are highlighted for their copper output in the commodities discussion?

• India and Indonesia

• Brazil and Argentina

• Chile and Peru

• Russia and China

Which sector is expected to be more interesting in the Middle East as tourism recovers?

• Oil exports

• Manufacturing

• Technology

• Tourism

Which country experienced a 140% increase in tourists as travel opened up?

• Mauritius

• Dubai

• Iceland

• Thailand