EM Outperformed in Massive Way in 2016: Rooney Vera

The video discusses the implications of a strong dollar on the Federal Reserve's policies and the potential impact of the Trump administration's agenda on trade and taxes. It highlights the convergence of risks between developed and emerging markets, influenced by political events like Brexit and Trump's election. The discussion shifts to market trends post-election, focusing on reflation and trade protectionism. Finally, it explores investment strategies in emerging markets, emphasizing opportunities in countries like Brazil, Russia, India, and Argentina.

What is one potential positive impact of the Trump administration's policies on the US economy?

• Increase in corporate income tax

• Aggressive trade policy

• Reduction in corporate income tax

• Decrease in S&P 500

What is a key factor that has led to the convergence of risks between developed and emerging markets?

• Stable political systems

• Brexit and Trump's election

• Increase in emerging market risks

• Decrease in US treasury yields

How might rising US treasury yields affect emerging market fixed income?

• No effect

• Negative impact

• Decrease in outflows

• Increase in inflows

What is the general sentiment towards emerging markets in terms of investment positioning?

• Overweight

• Over-allocated

• Underweight

• Neutral

Which of the following countries is identified as having a promising growth trajectory?

• Brazil

• Japan

• Germany

• Canada