Worst Is Probably Over for Emerging Markets, Says Bank of Singapore's Jooste

The video discusses the current state of emerging markets, suggesting that the worst may be over and highlighting the potential for cheaper assets due to favorable valuations. It also examines the direction of the dollar, noting short-term stability but potential long-term weakness, and how this is tied to trade tensions and tariffs. The discussion emphasizes the interconnectedness of global markets, interest rates, and currency stability.

What is one reason the speaker believes the worst might be over for emerging markets?

• The dollar is weakening.

• Interest rates are decreasing.

• Valuations are on their side.

• They have been outperforming other markets.

According to the speaker, what is the short-term outlook for the dollar?

• Continued volatility

• Significant weakening

• Rapid appreciation

• More stability and potential strength

What factor is crucial for the emerging market call according to the speaker?

• Strengthening of the euro

• Stabilization of emerging market currencies

• Increase in global trade

• Decrease in interest rates

How might another round of tariffs affect the dollar, according to the discussion?

• It will likely weaken the dollar.

• It will have no impact on the dollar.

• It will cause the dollar to fluctuate wildly.

• It will likely strengthen the dollar.

What is the speaker's view on the current trade situation between the US and China?

• It is complex with some room for negotiation.

• It is resolved and stable.

• It is clear and straightforward.

• It is entirely consumer-focused.