JPM's Santos Turns Positive on Emerging Markets

The video discusses emerging markets (EM), focusing on yield opportunities, domestic fundamentals, and the impact of US trade cycles. It highlights the role of politics in EM, with examples from Brazil, Turkey, and South Africa. The video also covers investment trends, emphasizing the need for improved fundamentals, and explores the influence of the Federal Reserve and market diversification strategies.

What is one reason for the improving outlook on emerging markets?

• Increased reliance on China

• Higher interest rates in the US

• Improving domestic fundamentals

• Decreasing export demand

How does politics affect emerging markets differently compared to developed markets?

• Emerging markets are less affected by political changes

• Political changes can significantly alter economic models in emerging markets

• Politics has no impact on emerging markets

• Developed markets are more volatile due to politics

Which of the following events is an example of political influence in emerging markets?

• Impeachment in Brazil

• Brexit in the UK

• US presidential elections

• Trade agreements in the EU

What is a potential consequence of increased dollar strength on emerging markets?

• Increased export demand

• Strengthened emerging market currencies

• Weakened emerging market economies

• Higher growth rates in emerging markets

Why is the Fed's action significant for emerging markets?

• It directly controls emerging market interest rates

• It influences the strength of the dollar

• It determines the political stability of emerging markets

• It sets the global oil prices