The Countries Best Poised for an Emerging Market Selloff

The video discusses the impact of Donald Trump's election on emerging markets, highlighting the rise in US yields and the stronger dollar as challenges. It identifies opportunities in countries like Chile and Russia, which are less exposed to these changes. Conversely, countries like Turkey and parts of Eastern Europe are more vulnerable. The video also explores the potential impact of global trade slowdown, with South Korea and Japan being particularly affected, while some Asian economies like Indonesia and the Philippines show resilience.

What are the two main factors affecting emerging markets after Trump's election?

• Decreasing US yields and a weaker dollar

• Higher US inflation and reduced interest rates

• Rising US yields and a stronger dollar

• Increased US exports and lower tariffs

Why is Chile considered less vulnerable to rising US yields?

• It has a trade surplus with the US

• It is heavily dependent on copper exports

• It is isolated due to sanctions

• It has a large external debt

Which country is mentioned as having already gone through a tough recession and is less affected by higher US yields?

• South Africa

• Russia

• Thailand

• India

Which country is highlighted as being vulnerable due to its high beta currency and large current account deficit?

• South Africa

• Indonesia

• Russia

• Chile

Which Asian country is noted for its resilient domestic economy despite global trade concerns?

• Malaysia

• Japan

• South Korea

• Indonesia