Dehn: Investors' EM Volatility 'Christmas Present'

The video discusses expectations for interest rate hikes and their impact on emerging markets. It covers currency fluctuations, market overreactions, and strategic investment approaches. The potential effects of US political strategies on trade are analyzed, with a focus on the Brazilian market and its structural reforms. The video concludes with insights into emerging market strategies, emphasizing demographic advantages and economic growth potential.

What is the expected number of interest rate hikes next year according to the speaker?

• 1

• 3

• 2

• 4

What is a strategic approach to managing investments in emerging markets?

• Focusing solely on short-term gains

• Having both strategic and tactical views

• Ignoring currency fluctuations

• Investing only in developed markets

What market indicator is mentioned as a signal for investing in emerging markets?

• VIX Index

• Dow Jones Index

• NASDAQ

• S&P 500

According to the speaker, what is a common objective for US presidents entering office?

• Securing a second term

• Improving foreign relations

• Reducing national debt

• Increasing military spending

What is the expected outcome for emerging markets compared to developed markets?

• Emerging markets will underperform

• Emerging markets will have no significant difference

• Emerging markets will outperform by up to 300 basis points

• Emerging markets will perform equally