Brandes Investment Partners: Taper Tantrum Less of a Risk for EM

The video discusses market conditions, focusing on bond yields and risk assets in fragile economies. It analyzes the shift from commodities to interest rate-sensitive sectors and highlights emerging market trends in China, Southeast Asia, and Mexico. The impact of inflation and supply chain issues is explored, with a focus on the Chinese market's health care sector. The education industry in China is evaluated, emphasizing higher education over after-school tutoring.

What is the current state of bond yields in some riskier countries in Latin America and Africa?

• They are at an all-time low.

• They are at 9% for Brazil and South Africa.

• They are decreasing rapidly.

• They are stable and unchanged.

Which sectors are expected to gain more investment focus as commodity prices stabilize?

• Banks and financials

• Real estate and construction

• Agriculture and farming

• Technology and innovation

Which emerging market is noted for its long-term structural growth and aging demographics?

• Russia

• China

• Brazil

• India

What is a significant inflationary factor mentioned in the context of the Chinese market?

• Increased foreign investment

• Decrease in consumer spending

• Technological advancements

• Separation and duplication of supply chains

Which part of the education industry in China is considered more sustainable?

• After-school tutoring

• Vocational training

• Higher education

• Online courses