Arnopolin de Pimco: El ruido de Washinton impactará en los ME

The video discusses the current state of emerging markets, highlighting the balance between growth and political uncertainties. It examines the impact of political decisions, such as trade wars and sanctions, on countries like Russia and Venezuela. The speaker emphasizes the importance of being selective in investments, particularly in 2018, and provides insights into specific countries like Egypt, South Africa, and Turkey, focusing on their economic stability and challenges.

What are some of the factors contributing to the current state of emerging markets?

• High debt levels and low oil prices

• Decent growth and political noise from Washington

• Decreasing trade barriers and sanctions

• Stable political environment and low inflation

How do political decisions in Washington affect emerging markets?

• They stabilize the market by reducing risks

• They have no significant impact on emerging markets

• They create uncertainties due to trade wars and sanctions

• They lead to increased investment opportunities

What is a major challenge for investors in emerging markets?

• Predicting stable political environments

• Avoiding markets with low oil prices

• Dealing with unknowns and uncertainties

• Finding markets with high inflation

Which country is highlighted as having demonstrated stability and growth?

• Egypt

• Turkey

• Venezuela

• Russia

What are some challenges faced by Turkey in the current market?

• Decreasing commodity imports

• Political stability and low inflation

• High inflation and rising oil prices

• Low oil prices and high debt levels