Bolsonaro Takes Reins in Brazil

The video discusses the positive sentiment towards Brazilian markets under Bolsonaro, with investors optimistic about assets like the real and bonds. It highlights challenges for emerging markets in 2019, including trade issues and interest rate impacts from the Fed and other countries like Turkey and India. The video also covers political risks and elections in countries such as Thailand and South Africa, emphasizing the potential market impacts and investor strategies.

What percentage of Brazilians believe Bolsonaro is on the right track?

• 75%

• 60%

• 80%

• 50%

Which assets were investors most positive about in Brazil?

• Commodities

• Technology stocks

• The real, bonds, and stocks

• Real estate

What are some of the challenges facing emerging markets in 2019?

• Technological advancements

• Healthcare reforms

• Trade issues and interest rate impacts

• Climate change

Which countries are mentioned as being affected by interest rate increases?

• Turkey and India

• Brazil and Argentina

• China and Japan

• Russia and South Korea

Which countries' elections are highlighted as political risks in emerging markets?

• Brazil and Mexico

• Thailand and South Africa

• India and China

• Russia and Ukraine